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 | $44,209 | $154,228-71.3% | $145,433-69.6% | $137,256-67.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.32% | 74.59%-51.3pp | 66.58%-43.3pp | 220.34%-197.0pp |
| Employer contribution / active EE | $3,663 | $4,804-23.7% | $4,554-19.6% | $4,156-11.9% |
| Participant deferral / active EE | $7,866 | $8,216-4.3% | $7,897-0.4% | $6,407+22.8% |
| Admin fee / account holder | $591 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |