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 | $79,310 | $81,233-2.4% | $155,567-49.0% | $80,874-1.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.30% | 33.33%-21.0pp | 64.74%-52.4pp | 35.62%-23.3pp |
| Employer contribution / active EE | $7,891 | $3,101+154.5% | $4,674+68.8% | $2,756+186.4% |
| Participant deferral / active EE | $6,725 | $3,452+94.8% | $5,628+19.5% | $4,297+56.5% |
| Admin fee / account holder | $1,375 | $7,998-82.8% | $15,916-91.4% | $6,935-80.2% |