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 10-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 | $57,114 | $154,228-63.0% | $145,433-60.7% | $137,256-58.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.20% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,560 | $4,804-46.7% | $4,554-43.8% | $4,156-38.4% |
| Participant deferral / active EE | $5,121 | $8,216-37.7% | $7,897-35.2% | $6,407-20.1% |
| Admin fee / account holder | $9,412 | $14,344-34.4% | $13,129-28.3% | $12,270-23.3% |