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 5-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 | $50,850 | $154,228-67.0% | $145,433-65.0% | $137,256-63.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.14% | 74.59%-54.5pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $4,031 | $4,804-16.1% | $4,554-11.5% | $4,156-3.0% |
| Participant deferral / active EE | $8,337 | $8,216+1.5% | $7,897+5.6% | $6,407+30.1% |
| Admin fee / account holder | $6,751 | $14,344-52.9% | $13,129-48.6% | $12,270-45.0% |