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 4-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 | $37,425 | $111,535-66.4% | $105,223-64.4% | $137,256-72.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.02% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,966 | $3,939+0.7% | $3,689+7.5% | $4,156-4.6% |
| Participant deferral / active EE | $6,551 | $5,500+19.1% | $5,072+29.2% | $6,407+2.3% |
| Admin fee / account holder | $10,002 | $9,721+2.9% | $8,859+12.9% | $12,270-18.5% |