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 3-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 | $18,626 | $111,535-83.3% | $105,223-82.3% | $137,256-86.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 27.18% | 237.85%-210.7pp | 180.65%-153.5pp | 220.34%-193.2pp |
| Employer contribution / active EE | $3,444 | $3,939-12.6% | $3,689-6.6% | $4,156-17.1% |
| Participant deferral / active EE | $6,348 | $5,500+15.4% | $5,072+25.2% | $6,407-0.9% |
| Admin fee / account holder | $1,810 | $9,721-81.4% | $8,859-79.6% | $12,270-85.2% |