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 | $138,497 | $183,592-24.6% | $155,567-11.0% | $145,959-5.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.10% | 61.24%-49.1pp | 64.74%-52.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $5,791 | $5,315+9.0% | $4,674+23.9% | $4,661+24.3% |
| Participant deferral / active EE | $2,613 | $6,464-59.6% | $5,628-53.6% | $6,689-60.9% |
| Admin fee / account holder | $11,368 | $19,318-41.2% | $15,916-28.6% | $13,398-15.2% |