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 | $83,313 | $154,228-46.0% | $145,433-42.7% | $137,256-39.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.26% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $4,230 | $4,804-12.0% | $4,554-7.1% | $4,156+1.8% |
| Participant deferral / active EE | $4,656 | $8,216-43.3% | $7,897-41.0% | $6,407-27.3% |
| Admin fee / account holder | $1,158 | $14,344-91.9% | $13,129-91.2% | $12,270-90.6% |