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 | $44,197 | $100,970-56.2% | $96,576-54.2% | $137,256-67.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.42% | 38.16%-23.7pp | 38.47%-24.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,236 | $3,809-67.5% | $3,553-65.2% | $4,156-70.3% |
| Participant deferral / active EE | $6,452 | $8,286-22.1% | $7,956-18.9% | $6,407+0.7% |
| Admin fee / account holder | $87,226 | $11,312+671.1% | $11,381+666.4% | $12,270+610.9% |