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 | $94,479 | $124,425-24.1% | $112,040-15.7% | $137,256-31.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.71% | 24.72%-7.0pp | 24.52%-6.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,135 | $3,411-37.4% | $2,954-27.7% | $4,156-48.6% |
| Participant deferral / active EE | $5,589 | $5,718-2.3% | $5,098+9.6% | $6,407-12.8% |
| Admin fee / account holder | $1,405 | $15,207-90.8% | $12,098-88.4% | $12,270-88.5% |