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 6-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 | $74,400 | $154,228-51.8% | $145,433-48.8% | $137,256-45.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.20% | 74.59%-47.4pp | 66.58%-39.4pp | 220.34%-193.1pp |
| Employer contribution / active EE | $5,245 | $4,804+9.2% | $4,554+15.2% | $4,156+26.2% |
| Participant deferral / active EE | $9,647 | $8,216+17.4% | $7,897+22.2% | $6,407+50.6% |
| Admin fee / account holder | $7,167 | $14,344-50.0% | $13,129-45.4% | $12,270-41.6% |