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 | $50,155 | $112,729-55.5% | $98,716-49.2% | $137,256-63.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 29.40% | 38.48%-9.1pp | 31.81%-2.4pp | 220.34%-190.9pp |
| Employer contribution / active EE | $4,884 | $2,725+79.2% | $2,279+114.3% | $4,156+17.5% |
| Participant deferral / active EE | $10,021 | $4,640+116.0% | $4,048+147.6% | $6,407+56.4% |
| Admin fee / account holder | $1,503 | $10,129-85.2% | $8,703-82.7% | $12,270-87.8% |