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 3-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 | $126,839 | $154,228-17.8% | $145,433-12.8% | $137,256-7.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.01% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $4,077 | $4,804-15.1% | $4,554-10.5% | $4,156-1.9% |
| Participant deferral / active EE | $12,473 | $8,216+51.8% | $7,897+57.9% | $6,407+94.7% |
| Admin fee / account holder | $3,363 | $14,344-76.6% | $13,129-74.4% | $12,270-72.6% |