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 9-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 | $32,385 | $172,111-81.2% | $150,298-78.5% | $137,256-76.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.08% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,672 | $4,636-42.4% | $4,154-35.7% | $4,156-35.7% |
| Participant deferral / active EE | $5,704 | $6,166-7.5% | $5,453+4.6% | $6,407-11.0% |
| Admin fee / account holder | $1,122 | $16,471-93.2% | $14,116-92.1% | $12,270-90.9% |