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 | $41,890 | $178,174-76.5% | $156,181-73.2% | $137,256-69.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.66% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,152 | $4,972-56.7% | $4,294-49.9% | $4,156-48.2% |
| Participant deferral / active EE | $11,565 | $6,888+67.9% | $6,132+88.6% | $6,407+80.5% |
| Admin fee / account holder | $313 | $17,404-98.2% | $14,586-97.9% | $12,270-97.4% |