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 | $106,573 | $166,020-35.8% | $164,866-35.4% | $145,959-27.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.85% | 100.08%-76.2pp | 69.97%-46.1pp | 561.95%-538.1pp |
| Employer contribution / active EE | $3,045 | $5,275-42.3% | $4,343-29.9% | $4,661-34.7% |
| Participant deferral / active EE | $9,032 | $6,961+29.8% | $6,033+49.7% | $6,689+35.0% |
| Admin fee / account holder | $12,035 | $16,644-27.7% | $12,689-5.2% | $13,398-10.2% |