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 | $77,717 | $154,228-49.6% | $145,433-46.6% | $137,256-43.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.05% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $4,972 | $4,804+3.5% | $4,554+9.2% | $4,156+19.6% |
| Participant deferral / active EE | $22,149 | $8,216+169.6% | $7,897+180.5% | $6,407+245.7% |
| Admin fee / account holder | $996 | $14,344-93.1% | $13,129-92.4% | $12,270-91.9% |