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 | $83,629 | $209,336-60.1% | $197,124-57.6% | $137,256-39.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.34% | 48.09%-28.7pp | 44.34%-25.0pp | 220.34%-201.0pp |
| Employer contribution / active EE | $5,501 | $6,591-16.5% | $6,227-11.7% | $4,156+32.4% |
| Participant deferral / active EE | $13,058 | $9,614+35.8% | $9,135+43.0% | $6,407+103.8% |
| Admin fee / account holder | $4,927 | $17,308-71.5% | $16,298-69.8% | $12,270-59.8% |