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 | $52,479 | $111,535-52.9% | $105,223-50.1% | $137,256-61.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.21% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,597 | $3,939-34.1% | $3,689-29.6% | $4,156-37.5% |
| Participant deferral / active EE | $9,951 | $5,500+80.9% | $5,072+96.2% | $6,407+55.3% |
| Admin fee / account holder | $1,098 | $9,721-88.7% | $8,859-87.6% | $12,270-91.0% |