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 7-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 | $45,517 | $154,228-70.5% | $145,433-68.7% | $137,256-66.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.14% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $6,305 | $4,804+31.2% | $4,554+38.4% | $4,156+51.7% |
| Participant deferral / active EE | $14,352 | $8,216+74.7% | $7,897+81.7% | $6,407+124.0% |
| Admin fee / account holder | $1,562 | $14,344-89.1% | $13,129-88.1% | $12,270-87.3% |