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 | $36,459 | $154,228-76.4% | $145,433-74.9% | $137,256-73.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.03% | 74.59%-52.6pp | 66.58%-44.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $3,265 | $4,804-32.0% | $4,554-28.3% | $4,156-21.4% |
| Participant deferral / active EE | $6,142 | $8,216-25.2% | $7,897-22.2% | $6,407-4.1% |
| Admin fee / account holder | $10,735 | $14,344-25.2% | $13,129-18.2% | $12,270-12.5% |