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 | $51,302 | $154,228-66.7% | $145,433-64.7% | $137,256-62.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.43% | 74.59%-54.2pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $5,677 | $4,804+18.2% | $4,554+24.6% | $4,156+36.6% |
| Participant deferral / active EE | $8,861 | $8,216+7.8% | $7,897+12.2% | $6,407+38.3% |
| Admin fee / account holder | $10,139 | $14,344-29.3% | $13,129-22.8% | $12,270-17.4% |