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 7-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 | $17,879 | $29,667-39.7% | $56,441-68.3% | $80,874-77.9% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 15.37% | 35.22%-19.8pp | 1704.21%-1688.8pp | 35.62%-20.2pp |
| Employer contribution / active EE | $2,262 | $669+237.9% | $1,039+117.7% | $2,756-17.9% |
| Participant deferral / active EE | $1,277 | $1,227+4.1% | $1,953-34.6% | $4,297-70.3% |
| Admin fee / account holder | $605 | $2,429-75.1% | $2,829-78.6% | $6,935-91.3% |