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 | $57,897 | $154,228-62.5% | $145,433-60.2% | $137,256-57.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.08% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $10,228 | $4,804+112.9% | $4,554+124.6% | $4,156+146.1% |
| Participant deferral / active EE | $3,965 | $8,216-51.7% | $7,897-49.8% | $6,407-38.1% |
| Admin fee / account holder | $2,065 | $14,344-85.6% | $13,129-84.3% | $12,270-83.2% |