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 5-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 | $52,258 | $209,336-75.0% | $197,124-73.5% | $137,256-61.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.75% | 48.09%-28.3pp | 44.34%-24.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,056 | $6,591-68.8% | $6,227-67.0% | $4,156-50.5% |
| Participant deferral / active EE | $10,878 | $9,614+13.1% | $9,135+19.1% | $6,407+69.8% |
| Admin fee / account holder | $2,275 | $17,308-86.9% | $16,298-86.0% | $12,270-81.5% |