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 | $122,005 | $172,111-29.1% | $150,298-18.8% | $137,256-11.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 26.35% | 69.37%-43.0pp | 62.79%-36.4pp | 220.34%-194.0pp |
| Employer contribution / active EE | $9,775 | $4,636+110.8% | $4,154+135.3% | $4,156+135.2% |
| Participant deferral / active EE | $8,073 | $6,166+30.9% | $5,453+48.1% | $6,407+26.0% |
| Admin fee / account holder | $6,852 | $16,471-58.4% | $14,116-51.5% | $12,270-44.2% |