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 | $22,343 | $154,228-85.5% | $145,433-84.6% | $137,256-83.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.77% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,767 | $4,804-42.4% | $4,554-39.2% | $4,156-33.4% |
| Participant deferral / active EE | $3,092 | $8,216-62.4% | $7,897-60.8% | $6,407-51.7% |
| Admin fee / account holder | $5,818 | $14,344-59.4% | $13,129-55.7% | $12,270-52.6% |