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 | $47,370 | $150,197-68.5% | $120,368-60.6% | $145,959-67.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.20% | 154.26%-142.1pp | 107.26%-95.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,629 | $4,350-62.6% | $3,465-53.0% | $4,661-65.1% |
| Participant deferral / active EE | $6,633 | $6,174+7.4% | $4,991+32.9% | $6,689-0.8% |
| Admin fee / account holder | $2,208 | $12,216-81.9% | $9,429-76.6% | $13,398-83.5% |