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 | $131,003 | $81,446+60.8% | $103,374+26.7% | $80,874+62.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.41% | 25.57%-13.2pp | 24.89%-12.5pp | 35.62%-23.2pp |
| Employer contribution / active EE | $5,498 | $3,107+76.9% | $3,869+42.1% | $2,756+99.5% |
| Participant deferral / active EE | $8,152 | $3,870+110.7% | $5,058+61.2% | $4,297+89.7% |
| Admin fee / account holder | $1,476 | $6,715-78.0% | $8,394-82.4% | $6,935-78.7% |