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 8-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 | $63,627 | $111,535-43.0% | $105,223-39.5% | $137,256-53.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 0.00% | 237.85%-237.9pp | 180.65%-180.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $2,736 | $3,939-30.5% | $3,689-25.8% | $4,156-34.2% |
| Participant deferral / active EE | $4,888 | $5,500-11.1% | $5,072-3.6% | $6,407-23.7% |
| Admin fee / account holder | $11,668 | $9,721+20.0% | $8,859+31.7% | $12,270-4.9% |