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 | $103,512 | $132,634-22.0% | $115,768-10.6% | $137,256-24.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.58% | 160.70%-147.1pp | 100.46%-86.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $5,891 | $3,360+75.3% | $2,940+100.4% | $4,156+41.7% |
| Participant deferral / active EE | $10,450 | $5,619+86.0% | $4,917+112.5% | $6,407+63.1% |
| Admin fee / account holder | $12,026 | $15,028-20.0% | $12,439-3.3% | $12,270-2.0% |