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 10-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 | $103,881 | $178,174-41.7% | $156,181-33.5% | $137,256-24.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.40% | 84.19%-72.8pp | 64.87%-53.5pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,488 | $4,972-50.0% | $4,294-42.1% | $4,156-40.1% |
| Participant deferral / active EE | $5,160 | $6,888-25.1% | $6,132-15.9% | $6,407-19.5% |
| Admin fee / account holder | $4,524 | $17,404-74.0% | $14,586-69.0% | $12,270-63.1% |