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 6-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 | $87,842 | $97,125-9.6% | $86,233+1.9% | $137,256-36.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.75% | 74.19%-59.4pp | 61.39%-46.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,428 | $2,841+55.8% | $2,504+76.8% | $4,156+6.5% |
| Participant deferral / active EE | $9,365 | $5,180+80.8% | $4,559+105.4% | $6,407+46.2% |
| Admin fee / account holder | $9,993 | $9,725+2.8% | $8,342+19.8% | $12,270-18.6% |