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 4-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 | $52,112 | $112,729-53.8% | $98,716-47.2% | $137,256-62.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.50% | 38.48%-21.0pp | 31.81%-14.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,089 | $2,725+13.4% | $2,279+35.6% | $4,156-25.7% |
| Participant deferral / active EE | $10,220 | $4,640+120.2% | $4,048+152.5% | $6,407+59.5% |
| Admin fee / account holder | $5,433 | $10,129-46.4% | $8,703-37.6% | $12,270-55.7% |