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 | $54,627 | $209,336-73.9% | $197,124-72.3% | $137,256-60.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.64% | 48.09%-28.4pp | 44.34%-24.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $6,060 | $6,591-8.1% | $6,227-2.7% | $4,156+45.8% |
| Participant deferral / active EE | $12,165 | $9,614+26.5% | $9,135+33.2% | $6,407+89.9% |
| Admin fee / account holder | $3,546 | $17,308-79.5% | $16,298-78.2% | $12,270-71.1% |