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 | $49,580 | $154,228-67.9% | $145,433-65.9% | $137,256-63.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.93% | 74.59%-58.7pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $6,243 | $4,804+30.0% | $4,554+37.1% | $4,156+50.2% |
| Participant deferral / active EE | $12,461 | $8,216+51.7% | $7,897+57.8% | $6,407+94.5% |
| Admin fee / account holder | $16,263 | $14,344+13.4% | $13,129+23.9% | $12,270+32.5% |