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 | $63,538 | $172,111-63.1% | $150,298-57.7% | $137,256-53.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.62% | 69.37%-57.8pp | 62.79%-51.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,248 | $4,636-73.1% | $4,154-70.0% | $4,156-70.0% |
| Participant deferral / active EE | $4,159 | $6,166-32.5% | $5,453-23.7% | $6,407-35.1% |
| Admin fee / account holder | $17,773 | $16,471+7.9% | $14,116+25.9% | $12,270+44.8% |