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 | $73,500 | $154,228-52.3% | $145,433-49.5% | $137,256-46.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.29% | 74.59%-45.3pp | 66.58%-37.3pp | 220.34%-191.1pp |
| Employer contribution / active EE | $10,257 | $4,804+113.5% | $4,554+125.2% | $4,156+146.8% |
| Participant deferral / active EE | $17,814 | $8,216+116.8% | $7,897+125.6% | $6,407+178.0% |
| Admin fee / account holder | $17,922 | $14,344+24.9% | $13,129+36.5% | $12,270+46.1% |