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 7-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 | $108,584 | $172,111-36.9% | $150,298-27.8% | $137,256-20.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.95% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $10,195 | $4,636+119.9% | $4,154+145.4% | $4,156+145.3% |
| Participant deferral / active EE | $7,302 | $6,166+18.4% | $5,453+33.9% | $6,407+14.0% |
| Admin fee / account holder | $747 | $16,471-95.5% | $14,116-94.7% | $12,270-93.9% |