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 | $63,304 | $209,336-69.8% | $197,124-67.9% | $137,256-53.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.22% | 48.09%-32.9pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $6,027 | $6,591-8.6% | $6,227-3.2% | $4,156+45.0% |
| Participant deferral / active EE | $12,990 | $9,614+35.1% | $9,135+42.2% | $6,407+102.7% |
| Admin fee / account holder | $54,636 | $17,308+215.7% | $16,298+235.2% | $12,270+345.3% |