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 | $26,986 | $154,228-82.5% | $145,433-81.4% | $137,256-80.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.92% | 74.59%-49.7pp | 66.58%-41.7pp | 220.34%-195.4pp |
| Employer contribution / active EE | $3,735 | $4,804-22.3% | $4,554-18.0% | $4,156-10.1% |
| Participant deferral / active EE | $5,689 | $8,216-30.8% | $7,897-28.0% | $6,407-11.2% |
| Admin fee / account holder | $702 | $14,344-95.1% | $13,129-94.7% | $12,270-94.3% |