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 | $93,948 | $154,228-39.1% | $145,433-35.4% | $137,256-31.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.41% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $4,673 | $4,804-2.7% | $4,554+2.6% | $4,156+12.4% |
| Participant deferral / active EE | $11,637 | $8,216+41.6% | $7,897+47.3% | $6,407+81.6% |
| Admin fee / account holder | $24,875 | $14,344+73.4% | $13,129+89.5% | $12,270+102.7% |