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 7-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 | $61,179 | $154,228-60.3% | $145,433-57.9% | $137,256-55.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.99% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,548 | $4,804-26.1% | $4,554-22.1% | $4,156-14.6% |
| Participant deferral / active EE | $8,513 | $8,216+3.6% | $7,897+7.8% | $6,407+32.9% |
| Admin fee / account holder | $4,008 | $14,344-72.1% | $13,129-69.5% | $12,270-67.3% |