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 4-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 | $44,648 | $154,228-71.1% | $145,433-69.3% | $137,256-67.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.21% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,800 | $4,804-62.5% | $4,554-60.5% | $4,156-56.7% |
| Participant deferral / active EE | $6,792 | $8,216-17.3% | $7,897-14.0% | $6,407+6.0% |
| Admin fee / account holder | $1,035 | $14,344-92.8% | $13,129-92.1% | $12,270-91.6% |