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 | $22,476 | $102,245-78.0% | $89,340-74.8% | $137,256-83.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.49% | 21.89%-5.4pp | 20.57%-4.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,698 | $2,529-32.9% | $2,231-23.9% | $4,156-59.1% |
| Participant deferral / active EE | $2,959 | $4,436-33.3% | $3,823-22.6% | $6,407-53.8% |
| Admin fee / account holder | $3,363 | $8,085-58.4% | $6,704-49.8% | $12,270-72.6% |