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 | $23,236 | $154,228-84.9% | $145,433-84.0% | $137,256-83.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.51% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,087 | $4,804-56.6% | $4,554-54.2% | $4,156-49.8% |
| Participant deferral / active EE | $3,692 | $8,216-55.1% | $7,897-53.2% | $6,407-42.4% |
| Admin fee / account holder | $6,498 | $14,344-54.7% | $13,129-50.5% | $12,270-47.0% |