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 8-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 | $47,193 | $172,111-72.6% | $150,298-68.6% | $137,256-65.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.85% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,756 | $4,636-62.1% | $4,154-57.7% | $4,156-57.7% |
| Participant deferral / active EE | $4,143 | $6,166-32.8% | $5,453-24.0% | $6,407-35.3% |
| Admin fee / account holder | $694 | $16,471-95.8% | $14,116-95.1% | $12,270-94.3% |