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 | $38,250 | $154,228-75.2% | $145,433-73.7% | $137,256-72.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.98% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $7,555 | $4,804+57.3% | $4,554+65.9% | $4,156+81.8% |
| Participant deferral / active EE | $9,933 | $8,216+20.9% | $7,897+25.8% | $6,407+55.0% |
| Admin fee / account holder | $518 | $14,344-96.4% | $13,129-96.1% | $12,270-95.8% |