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 | $106,886 | $154,228-30.7% | $145,433-26.5% | $137,256-22.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.58% | 74.59%-50.0pp | 66.58%-42.0pp | 220.34%-195.8pp |
| Employer contribution / active EE | $11,366 | $4,804+136.6% | $4,554+149.6% | $4,156+173.5% |
| Participant deferral / active EE | $17,767 | $8,216+116.2% | $7,897+125.0% | $6,407+177.3% |
| Admin fee / account holder | $8,133 | $14,344-43.3% | $13,129-38.1% | $12,270-33.7% |