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 3-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 | $41,247 | $111,535-63.0% | $105,223-60.8% | $137,256-69.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.89% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,507 | $3,939+14.4% | $3,689+22.2% | $4,156+8.5% |
| Participant deferral / active EE | $11,411 | $5,500+107.5% | $5,072+125.0% | $6,407+78.1% |
| Admin fee / account holder | $11,049 | $9,721+13.7% | $8,859+24.7% | $12,270-9.9% |