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 | $29,589 | $78,520-62.3% | $96,576-69.4% | $82,448-64.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 19.76% | 41.30%-21.5pp | 38.47%-18.7pp | 41.64%-21.9pp |
| Employer contribution / active EE | $2,950 | $2,630+12.2% | $3,553-17.0% | $2,551+15.7% |
| Participant deferral / active EE | $4,966 | $6,754-26.5% | $7,956-37.6% | $4,139+20.0% |
| Admin fee / account holder | $1,031 | $13,455-92.3% | $11,381-90.9% | $7,234-85.7% |