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 | $27,438 | $209,336-86.9% | $197,124-86.1% | $137,256-80.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.87% | 48.09%-26.2pp | 44.34%-22.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,963 | $6,591-55.0% | $6,227-52.4% | $4,156-28.7% |
| Participant deferral / active EE | $7,182 | $9,614-25.3% | $9,135-21.4% | $6,407+12.1% |
| Admin fee / account holder | $1,517 | $17,308-91.2% | $16,298-90.7% | $12,270-87.6% |