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 | $32,722 | $172,111-81.0% | $150,298-78.2% | $137,256-76.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.96% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,071 | $4,636-33.8% | $4,154-26.1% | $4,156-26.1% |
| Participant deferral / active EE | $3,344 | $6,166-45.8% | $5,453-38.7% | $6,407-47.8% |
| Admin fee / account holder | $1,043 | $16,471-93.7% | $14,116-92.6% | $12,270-91.5% |