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 | $50,545 | $111,535-54.7% | $105,223-52.0% | $137,256-63.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.18% | 237.85%-218.7pp | 180.65%-161.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,549 | $3,939-35.3% | $3,689-30.9% | $4,156-38.7% |
| Participant deferral / active EE | $4,369 | $5,500-20.6% | $5,072-13.9% | $6,407-31.8% |
| Admin fee / account holder | $3,229 | $9,721-66.8% | $8,859-63.6% | $12,270-73.7% |