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 | $64,199 | $154,228-58.4% | $145,433-55.9% | $137,256-53.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.92% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,823 | $4,804-20.4% | $4,554-16.1% | $4,156-8.0% |
| Participant deferral / active EE | $18,411 | $8,216+124.1% | $7,897+133.1% | $6,407+187.4% |
| Admin fee / account holder | $16,539 | $14,344+15.3% | $13,129+26.0% | $12,270+34.8% |