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 | $45,139 | $154,228-70.7% | $145,433-69.0% | $137,256-67.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.83% | 74.59%-59.8pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $4,124 | $4,804-14.2% | $4,554-9.5% | $4,156-0.8% |
| Participant deferral / active EE | $7,334 | $8,216-10.7% | $7,897-7.1% | $6,407+14.5% |
| Admin fee / account holder | $638 | $14,344-95.6% | $13,129-95.1% | $12,270-94.8% |