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 5-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 | $39,996 | $172,111-76.8% | $150,298-73.4% | $137,256-70.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.32% | 69.37%-47.1pp | 62.79%-40.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,875 | $4,636-59.6% | $4,154-54.9% | $4,156-54.9% |
| Participant deferral / active EE | $7,093 | $6,166+15.0% | $5,453+30.1% | $6,407+10.7% |
| Admin fee / account holder | $2,880 | $16,471-82.5% | $14,116-79.6% | $12,270-76.5% |