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 | $94,757 | $172,111-44.9% | $150,298-37.0% | $137,256-31.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.32% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $5,024 | $4,636+8.4% | $4,154+21.0% | $4,156+20.9% |
| Participant deferral / active EE | $6,764 | $6,166+9.7% | $5,453+24.1% | $6,407+5.6% |
| Admin fee / account holder | $667 | $16,471-96.0% | $14,116-95.3% | $12,270-94.6% |