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 7-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 | $79,405 | $87,166-8.9% | $76,735+3.5% | $137,256-42.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.11% | 26.50%-11.4pp | 29.77%-14.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,309 | $2,904-20.5% | $2,454-5.9% | $4,156-44.4% |
| Participant deferral / active EE | $8,571 | $4,726+81.4% | $4,088+109.7% | $6,407+33.8% |
| Admin fee / account holder | $9,886 | $8,403+17.6% | $7,189+37.5% | $12,270-19.4% |