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 6-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 | $60,839 | $154,228-60.6% | $145,433-58.2% | $137,256-55.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.08% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,939 | $4,804-18.0% | $4,554-13.5% | $4,156-5.2% |
| Participant deferral / active EE | $9,900 | $8,216+20.5% | $7,897+25.4% | $6,407+54.5% |
| Admin fee / account holder | $15,065 | $14,344+5.0% | $13,129+14.7% | $12,270+22.8% |