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 | $41,557 | $209,336-80.1% | $197,124-78.9% | $137,256-69.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.82% | 48.09%-26.3pp | 44.34%-22.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,881 | $6,591-71.5% | $6,227-69.8% | $4,156-54.7% |
| Participant deferral / active EE | $5,278 | $9,614-45.1% | $9,135-42.2% | $6,407-17.6% |
| Admin fee / account holder | $920 | $17,308-94.7% | $16,298-94.4% | $12,270-92.5% |