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 | $31,982 | $154,228-79.3% | $145,433-78.0% | $137,256-76.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.61% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $5,615 | $4,804+16.9% | $4,554+23.3% | $4,156+35.1% |
| Participant deferral / active EE | $7,173 | $8,216-12.7% | $7,897-9.2% | $6,407+12.0% |
| Admin fee / account holder | $2,485 | $14,344-82.7% | $13,129-81.1% | $12,270-79.7% |