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 | $77,226 | $154,228-49.9% | $145,433-46.9% | $137,256-43.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.34% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,402 | $4,804-50.0% | $4,554-47.3% | $4,156-42.2% |
| Participant deferral / active EE | $4,339 | $8,216-47.2% | $7,897-45.1% | $6,407-32.3% |
| Admin fee / account holder | $2,088 | $14,344-85.4% | $13,129-84.1% | $12,270-83.0% |