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 | $59,340 | $209,336-71.7% | $197,124-69.9% | $137,256-56.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.78% | 48.09%-30.3pp | 44.34%-26.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $8,014 | $6,591+21.6% | $6,227+28.7% | $4,156+92.8% |
| Participant deferral / active EE | $15,849 | $9,614+64.9% | $9,135+73.5% | $6,407+147.4% |
| Admin fee / account holder | $14,628 | $17,308-15.5% | $16,298-10.2% | $12,270+19.2% |