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 | $28,883 | $67,823-57.4% | $52,425-44.9% | $137,256-79.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 15.19% | 219.11%-203.9pp | 302.12%-286.9pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,005 | $1,163+72.4% | $914+119.3% | $4,156-51.8% |
| Participant deferral / active EE | $5,898 | $2,288+157.8% | $1,790+229.4% | $6,407-7.9% |
| Admin fee / account holder | $2,748 | $2,844-3.4% | $2,495+10.1% | $12,270-77.6% |