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 | $45,487 | $112,729-59.6% | $98,716-53.9% | $137,256-66.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.09% | 38.48%-23.4pp | 31.81%-16.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,479 | $2,725-45.7% | $2,279-35.1% | $4,156-64.4% |
| Participant deferral / active EE | $5,105 | $4,640+10.0% | $4,048+26.1% | $6,407-20.3% |
| Admin fee / account holder | $964 | $10,129-90.5% | $8,703-88.9% | $12,270-92.1% |