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 10-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 | $67,820 | $100,970-32.8% | $96,576-29.8% | $137,256-50.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.49% | 38.16%-24.7pp | 38.47%-25.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $5,478 | $3,809+43.8% | $3,553+54.2% | $4,156+31.8% |
| Participant deferral / active EE | $8,196 | $8,286-1.1% | $7,956+3.0% | $6,407+27.9% |
| Admin fee / account holder | $1,529 | $11,312-86.5% | $11,381-86.6% | $12,270-87.5% |