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 6-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 | $94,548 | $178,174-46.9% | $156,181-39.5% | $137,256-31.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.49% | 84.19%-66.7pp | 64.87%-47.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,199 | $4,972-35.7% | $4,294-25.5% | $4,156-23.0% |
| Participant deferral / active EE | $12,380 | $6,888+79.7% | $6,132+101.9% | $6,407+93.2% |
| Admin fee / account holder | $1,829 | $17,404-89.5% | $14,586-87.5% | $12,270-85.1% |