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 5-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 | $33,764 | $154,228-78.1% | $145,433-76.8% | $137,256-75.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.54% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $10,084 | $4,804+109.9% | $4,554+121.4% | $4,156+142.6% |
| Participant deferral / active EE | $7,200 | $8,216-12.4% | $7,897-8.8% | $6,407+12.4% |
| Admin fee / account holder | $5,183 | $14,344-63.9% | $13,129-60.5% | $12,270-57.8% |