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 3-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 | $71,317 | $154,228-53.8% | $145,433-51.0% | $137,256-48.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.73% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $21,638 | $4,804+350.4% | $4,554+375.1% | $4,156+420.6% |
| Participant deferral / active EE | $10,422 | $8,216+26.8% | $7,897+32.0% | $6,407+62.7% |
| Admin fee / account holder | $513 | $14,344-96.4% | $13,129-96.1% | $12,270-95.8% |