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 | $33,340 | $154,228-78.4% | $145,433-77.1% | $137,256-75.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.99% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,193 | $4,804-33.5% | $4,554-29.9% | $4,156-23.2% |
| Participant deferral / active EE | $5,473 | $8,216-33.4% | $7,897-30.7% | $6,407-14.6% |
| Admin fee / account holder | $728 | $14,344-94.9% | $13,129-94.5% | $12,270-94.1% |