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 | $35,341 | $154,228-77.1% | $145,433-75.7% | $137,256-74.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.45% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $3,304 | $4,804-31.2% | $4,554-27.4% | $4,156-20.5% |
| Participant deferral / active EE | $10,179 | $8,216+23.9% | $7,897+28.9% | $6,407+58.9% |
| Admin fee / account holder | $1,065 | $14,344-92.6% | $13,129-91.9% | $12,270-91.3% |