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 6-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 | $23,240 | $87,166-73.3% | $76,735-69.7% | $137,256-83.1% |
| Participation rate | 83.3% | 74.4%+9.0pp | 69.5%+13.8pp | 80.0%+3.4pp |
| Annual return | 14.67% | 26.50%-11.8pp | 29.77%-15.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,394 | $2,904-52.0% | $2,454-43.2% | $4,156-66.5% |
| Participant deferral / active EE | $3,758 | $4,726-20.5% | $4,088-8.1% | $6,407-41.4% |
| Admin fee / account holder | $489 | $8,403-94.2% | $7,189-93.2% | $12,270-96.0% |