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 9-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 | $23,389 | $117,859-80.2% | $102,438-77.2% | $145,959-84.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.99% | 31.72%-6.7pp | 29.37%-4.4pp | 561.95%-537.0pp |
| Employer contribution / active EE | $2,216 | $3,615-38.7% | $3,024-26.7% | $4,661-52.4% |
| Participant deferral / active EE | $2,547 | $5,732-55.6% | $5,054-49.6% | $6,689-61.9% |
| Admin fee / account holder | $15,573 | $13,318+16.9% | $9,448+64.8% | $13,398+16.2% |