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 | $18,808 | $97,125-80.6% | $86,233-78.2% | $137,256-86.3% |
| Participation rate | 79.2% | 74.2%+5.0pp | 69.0%+10.1pp | 80.0%-0.8pp |
| Annual return | 21.85% | 74.19%-52.3pp | 61.39%-39.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,225 | $2,841-21.7% | $2,504-11.2% | $4,156-46.5% |
| Participant deferral / active EE | $4,938 | $5,180-4.7% | $4,559+8.3% | $6,407-22.9% |
| Admin fee / account holder | $543 | $9,725-94.4% | $8,342-93.5% | $12,270-95.6% |