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 | $72,693 | $124,425-41.6% | $112,040-35.1% | $137,256-47.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.28% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,784 | $3,411-18.4% | $2,954-5.7% | $4,156-33.0% |
| Participant deferral / active EE | $13,317 | $5,718+132.9% | $5,098+161.2% | $6,407+107.9% |
| Admin fee / account holder | $4,432 | $15,207-70.9% | $12,098-63.4% | $12,270-63.9% |