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 | $184,309 | $210,698-12.5% | $178,014+3.5% | $145,959+26.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.74% | 386.27%-375.5pp | 294.80%-284.1pp | 561.95%-551.2pp |
| Employer contribution / active EE | $3,100 | $4,567-32.1% | $3,950-21.5% | $4,661-33.5% |
| Participant deferral / active EE | $6,688 | $6,958-3.9% | $6,276+6.6% | $6,6890% |
| Admin fee / account holder | $744 | $12,016-93.8% | $10,362-92.8% | $13,398-94.4% |