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 4-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 | $10,776 | $99,921-89.2% | $85,009-87.3% | $145,959-92.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.52% | 83.89%-67.4pp | 66.47%-49.9pp | 561.95%-545.4pp |
| Employer contribution / active EE | $3,208 | $3,233-0.8% | $2,728+17.6% | $4,661-31.2% |
| Participant deferral / active EE | $4,957 | $5,293-6.3% | $4,522+9.6% | $6,689-25.9% |
| Admin fee / account holder | $1,736 | $7,252-76.1% | $6,153-71.8% | $13,398-87.0% |