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 8-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 | $66,520 | $111,535-40.4% | $105,223-36.8% | $137,256-51.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.02% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,098 | $3,939+4.0% | $3,689+11.1% | $4,156-1.4% |
| Participant deferral / active EE | $7,386 | $5,500+34.3% | $5,072+45.6% | $6,407+15.3% |
| Admin fee / account holder | $692 | $9,721-92.9% | $8,859-92.2% | $12,270-94.4% |