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 | $25,477 | $154,228-83.5% | $145,433-82.5% | $137,256-81.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.32% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.0pp |
| Employer contribution / active EE | $5,073 | $4,804+5.6% | $4,554+11.4% | $4,156+22.1% |
| Participant deferral / active EE | $8,196 | $8,216-0.3% | $7,897+3.8% | $6,407+27.9% |
| Admin fee / account holder | $689 | $14,344-95.2% | $13,129-94.8% | $12,270-94.4% |