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 5-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 | $39,608 | $154,228-74.3% | $145,433-72.8% | $137,256-71.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.13% | 74.59%-56.5pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,007 | $4,804-58.2% | $4,554-55.9% | $4,156-51.7% |
| Participant deferral / active EE | $6,818 | $8,216-17.0% | $7,897-13.7% | $6,407+6.4% |
| Admin fee / account holder | $522 | $14,344-96.4% | $13,129-96.0% | $12,270-95.7% |