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 | $33,523 | $154,228-78.3% | $145,433-76.9% | $137,256-75.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.97% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,851 | $4,804-61.5% | $4,554-59.4% | $4,156-55.5% |
| Participant deferral / active EE | $3,504 | $8,216-57.4% | $7,897-55.6% | $6,407-45.3% |
| Admin fee / account holder | $1,721 | $14,344-88.0% | $13,129-86.9% | $12,270-86.0% |