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 9-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 | $27,259 | $25,014+9.0% | $69,701-60.9% | $80,874-66.3% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.6%+32.4pp |
| Annual return | 14.64% | 19.07%-4.4pp | 100.32%-85.7pp | 35.62%-21.0pp |
| Employer contribution / active EE | $972 | $993-2.2% | $1,713-43.3% | $2,756-64.7% |
| Participant deferral / active EE | $5,299 | $1,839+188.2% | $2,887+83.6% | $4,297+23.3% |
| Admin fee / account holder | $9,123 | $2,488+266.7% | $4,717+93.4% | $6,935+31.6% |