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 8-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 | $55,166 | $111,535-50.5% | $105,223-47.6% | $137,256-59.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.66% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,747 | $3,939-4.9% | $3,689+1.6% | $4,156-9.8% |
| Participant deferral / active EE | $6,406 | $5,500+16.5% | $5,072+26.3% | $6,4070% |
| Admin fee / account holder | $377 | $9,721-96.1% | $8,859-95.7% | $12,270-96.9% |