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 | $129,090 | $209,336-38.3% | $197,124-34.5% | $137,256-5.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.62% | 48.09%-32.5pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,438 | $6,591-63.0% | $6,227-60.9% | $4,156-41.3% |
| Participant deferral / active EE | $7,477 | $9,614-22.2% | $9,135-18.1% | $6,407+16.7% |
| Admin fee / account holder | $1,252 | $17,308-92.8% | $16,298-92.3% | $12,270-89.8% |