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 | $32,046 | $209,336-84.7% | $197,124-83.7% | $137,256-76.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.64% | 48.09%-26.5pp | 44.34%-22.7pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,616 | $6,591-75.5% | $6,227-74.0% | $4,156-61.1% |
| Participant deferral / active EE | $6,852 | $9,614-28.7% | $9,135-25.0% | $6,407+7.0% |
| Admin fee / account holder | $308 | $17,308-98.2% | $16,298-98.1% | $12,270-97.5% |