Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,858 | $209,336-58.0% | $197,124-55.4% | $137,256-36.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.69% | 48.09%-31.4pp | 44.34%-27.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $8,700 | $6,591+32.0% | $6,227+39.7% | $4,156+109.3% |
| Participant deferral / active EE | $8,700 | $9,614-9.5% | $9,135-4.8% | $6,407+35.8% |
| Admin fee / account holder | $27,263 | $17,308+57.5% | $16,298+67.3% | $12,270+122.2% |