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 6-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 | $56,457 | $102,245-44.8% | $89,340-36.8% | $137,256-58.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.95% | 21.89%-4.9pp | 20.57%-3.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,313 | $2,529-8.5% | $2,231+3.7% | $4,156-44.3% |
| Participant deferral / active EE | $4,797 | $4,436+8.1% | $3,823+25.5% | $6,407-25.1% |
| Admin fee / account holder | $6,674 | $8,085-17.4% | $6,704-0.4% | $12,270-45.6% |