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 | $69,086 | $178,174-61.2% | $156,181-55.8% | $137,256-49.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.94% | 84.19%-68.3pp | 64.87%-48.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,902 | $4,972-61.7% | $4,294-55.7% | $4,156-54.2% |
| Participant deferral / active EE | $2,843 | $6,888-58.7% | $6,132-53.6% | $6,407-55.6% |
| Admin fee / account holder | $5,392 | $17,404-69.0% | $14,586-63.0% | $12,270-56.1% |