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 7-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 | $29,129 | $154,228-81.1% | $145,433-80.0% | $137,256-78.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.36% | 74.59%-49.2pp | 66.58%-41.2pp | 220.34%-195.0pp |
| Employer contribution / active EE | $5,425 | $4,804+12.9% | $4,554+19.1% | $4,156+30.5% |
| Participant deferral / active EE | $11,879 | $8,216+44.6% | $7,897+50.4% | $6,407+85.4% |
| Admin fee / account holder | $9,769 | $14,344-31.9% | $13,129-25.6% | $12,270-20.4% |