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 | $49,096 | $111,814-56.1% | $103,374-52.5% | $145,959-66.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.14% | 24.77%-9.6pp | 24.89%-9.7pp | 561.95%-546.8pp |
| Employer contribution / active EE | $1,870 | $4,214-55.6% | $3,869-51.7% | $4,661-59.9% |
| Participant deferral / active EE | $12,675 | $5,618+125.6% | $5,058+150.6% | $6,689+89.5% |
| Admin fee / account holder | $421 | $9,754-95.7% | $8,394-95.0% | $13,398-96.9% |