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 | $95,032 | $183,592-48.2% | $155,567-38.9% | $145,959-34.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.07% | 61.24%-42.2pp | 64.74%-45.7pp | 561.95%-542.9pp |
| Employer contribution / active EE | $5,803 | $5,315+9.2% | $4,674+24.1% | $4,661+24.5% |
| Participant deferral / active EE | $4,439 | $6,464-31.3% | $5,628-21.1% | $6,689-33.6% |
| Admin fee / account holder | $5,841 | $19,318-69.8% | $15,916-63.3% | $13,398-56.4% |