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 5-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 | $39,595 | $154,228-74.3% | $145,433-72.8% | $137,256-71.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.08% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $5,814 | $4,804+21.0% | $4,554+27.7% | $4,156+39.9% |
| Participant deferral / active EE | $15,695 | $8,216+91.0% | $7,897+98.7% | $6,407+145.0% |
| Admin fee / account holder | $2,952 | $14,344-79.4% | $13,129-77.5% | $12,270-75.9% |