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 3-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 | $14,422 | $111,814-87.1% | $103,374-86.0% | $145,959-90.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.62% | 24.77%-14.2pp | 24.89%-14.3pp | 561.95%-551.3pp |
| Employer contribution / active EE | $4,784 | $4,214+13.5% | $3,869+23.6% | $4,661+2.7% |
| Participant deferral / active EE | $3,828 | $5,618-31.9% | $5,058-24.3% | $6,689-42.8% |
| Admin fee / account holder | $1,006 | $9,754-89.7% | $8,394-88.0% | $13,398-92.5% |