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 | $37,540 | $154,228-75.7% | $145,433-74.2% | $137,256-72.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.63% | 74.59%-62.0pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,408 | $4,804-49.9% | $4,554-47.1% | $4,156-42.1% |
| Participant deferral / active EE | $3,156 | $8,216-61.6% | $7,897-60.0% | $6,407-50.7% |
| Admin fee / account holder | $5,171 | $14,344-64.0% | $13,129-60.6% | $12,270-57.9% |