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 9-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 | $82,301 | $180,749-54.5% | $160,784-48.8% | $137,256-40.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.85% | 2234.46%-2216.6pp | 1803.92%-1786.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,665 | $4,155-35.9% | $3,733-28.6% | $4,156-35.9% |
| Participant deferral / active EE | $11,905 | $6,844+73.9% | $6,293+89.2% | $6,407+85.8% |
| Admin fee / account holder | $5,392 | $10,397-48.1% | $9,717-44.5% | $12,270-56.1% |