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 5-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 | $63,994 | $154,228-58.5% | $145,433-56.0% | $137,256-53.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.41% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,542 | $4,804-47.1% | $4,554-44.2% | $4,156-38.8% |
| Participant deferral / active EE | $9,154 | $8,216+11.4% | $7,897+15.9% | $6,407+42.9% |
| Admin fee / account holder | $2,820 | $14,344-80.3% | $13,129-78.5% | $12,270-77.0% |