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 | $55,868 | $154,228-63.8% | $145,433-61.6% | $137,256-59.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 33.74% | 74.59%-40.8pp | 66.58%-32.8pp | 220.34%-186.6pp |
| Employer contribution / active EE | $4,790 | $4,804-0.3% | $4,554+5.2% | $4,156+15.2% |
| Participant deferral / active EE | $12,896 | $8,216+57.0% | $7,897+63.3% | $6,407+101.3% |
| Admin fee / account holder | $1,682 | $14,344-88.3% | $13,129-87.2% | $12,270-86.3% |