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 | $38,580 | $154,228-75.0% | $145,433-73.5% | $137,256-71.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.59% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $4,464 | $4,804-7.1% | $4,554-2.0% | $4,156+7.4% |
| Participant deferral / active EE | $7,270 | $8,216-11.5% | $7,897-7.9% | $6,407+13.5% |
| Admin fee / account holder | $1,635 | $14,344-88.6% | $13,129-87.6% | $12,270-86.7% |