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 | $135,813 | $209,336-35.1% | $197,124-31.1% | $137,256-1.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.25% | 48.09%-26.8pp | 44.34%-23.1pp | 220.34%-199.1pp |
| Employer contribution / active EE | $11,407 | $6,591+73.1% | $6,227+83.2% | $4,156+174.5% |
| Participant deferral / active EE | $13,395 | $9,614+39.3% | $9,135+46.6% | $6,407+109.1% |
| Admin fee / account holder | $8,154 | $17,308-52.9% | $16,298-50.0% | $12,270-33.5% |