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 | $65,699 | $154,228-57.4% | $145,433-54.8% | $137,256-52.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.27% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,805 | $4,804-41.6% | $4,554-38.4% | $4,156-32.5% |
| Participant deferral / active EE | $5,877 | $8,216-28.5% | $7,897-25.6% | $6,407-8.3% |
| Admin fee / account holder | $4,158 | $14,344-71.0% | $13,129-68.3% | $12,270-66.1% |