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 | $25,453 | $172,111-85.2% | $150,298-83.1% | $137,256-81.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.62% | 69.37%-43.8pp | 62.79%-37.2pp | 220.34%-194.7pp |
| Employer contribution / active EE | $2,420 | $4,636-47.8% | $4,154-41.7% | $4,156-41.8% |
| Participant deferral / active EE | $4,373 | $6,166-29.1% | $5,453-19.8% | $6,407-31.8% |
| Admin fee / account holder | $609 | $16,471-96.3% | $14,116-95.7% | $12,270-95.0% |