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 7-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 | $26,503 | $154,228-82.8% | $145,433-81.8% | $137,256-80.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.66% | 74.59%-51.9pp | 66.58%-43.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $3,571 | $4,804-25.7% | $4,554-21.6% | $4,156-14.1% |
| Participant deferral / active EE | $7,930 | $8,216-3.5% | $7,897+0.4% | $6,407+23.8% |
| Admin fee / account holder | $944 | $14,344-93.4% | $13,129-92.8% | $12,270-92.3% |