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 | $38,602 | $111,535-65.4% | $105,223-63.3% | $137,256-71.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.26% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,280 | $3,939-67.5% | $3,689-65.3% | $4,156-69.2% |
| Participant deferral / active EE | $8,813 | $5,500+60.2% | $5,072+73.8% | $6,407+37.6% |
| Admin fee / account holder | $597 | $9,721-93.9% | $8,859-93.3% | $12,270-95.1% |