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 4-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 | $16,279 | $111,535-85.4% | $105,223-84.5% | $137,256-88.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.06% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,997 | $3,939-23.9% | $3,689-18.8% | $4,156-27.9% |
| Participant deferral / active EE | $5,678 | $5,500+3.2% | $5,072+11.9% | $6,407-11.4% |
| Admin fee / account holder | $1,107 | $9,721-88.6% | $8,859-87.5% | $12,270-91.0% |