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 | $55,388 | $132,634-58.2% | $115,768-52.2% | $137,256-59.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.85% | 160.70%-143.8pp | 100.46%-83.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,592 | $3,360-22.9% | $2,940-11.8% | $4,156-37.6% |
| Participant deferral / active EE | $12,227 | $5,619+117.6% | $4,917+148.7% | $6,407+90.8% |
| Admin fee / account holder | $611 | $15,028-95.9% | $12,439-95.1% | $12,270-95.0% |