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 | $71,362 | $154,228-53.7% | $145,433-50.9% | $137,256-48.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.64% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,974 | $4,804-17.3% | $4,554-12.7% | $4,156-4.4% |
| Participant deferral / active EE | $6,064 | $8,216-26.2% | $7,897-23.2% | $6,407-5.3% |
| Admin fee / account holder | $4,043 | $14,344-71.8% | $13,129-69.2% | $12,270-67.1% |