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 | $47,579 | $172,111-72.4% | $150,298-68.3% | $137,256-65.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.50% | 69.37%-46.9pp | 62.79%-40.3pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,696 | $4,636-63.4% | $4,154-59.2% | $4,156-59.2% |
| Participant deferral / active EE | $7,193 | $6,166+16.7% | $5,453+31.9% | $6,407+12.3% |
| Admin fee / account holder | $553 | $16,471-96.6% | $14,116-96.1% | $12,270-95.5% |