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 4-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 | $23,464 | $154,228-84.8% | $145,433-83.9% | $137,256-82.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.05% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,642 | $4,804-45.0% | $4,554-42.0% | $4,156-36.4% |
| Participant deferral / active EE | $4,262 | $8,216-48.1% | $7,897-46.0% | $6,407-33.5% |
| Admin fee / account holder | $4,021 | $14,344-72.0% | $13,129-69.4% | $12,270-67.2% |