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 | $48,495 | $178,174-72.8% | $156,181-68.9% | $137,256-64.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.31% | 84.19%-65.9pp | 64.87%-46.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,262 | $4,972-54.5% | $4,294-47.3% | $4,156-45.6% |
| Participant deferral / active EE | $7,585 | $6,888+10.1% | $6,132+23.7% | $6,407+18.4% |
| Admin fee / account holder | $1,747 | $17,404-90.0% | $14,586-88.0% | $12,270-85.8% |