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 3-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 | $19,411 | $154,228-87.4% | $145,433-86.7% | $137,256-85.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.74% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $4,077 | $4,804-15.1% | $4,554-10.5% | $4,156-1.9% |
| Participant deferral / active EE | $4,956 | $8,216-39.7% | $7,897-37.2% | $6,407-22.6% |
| Admin fee / account holder | $2,465 | $14,344-82.8% | $13,129-81.2% | $12,270-79.9% |