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 | $19,280 | $154,228-87.5% | $145,433-86.7% | $137,256-86.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.40% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $5,753 | $4,804+19.7% | $4,554+26.3% | $4,156+38.4% |
| Participant deferral / active EE | $3,347 | $8,216-59.3% | $7,897-57.6% | $6,407-47.8% |
| Admin fee / account holder | $8,749 | $14,344-39.0% | $13,129-33.4% | $12,270-28.7% |