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 3-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 | $13,567 | $111,535-87.8% | $105,223-87.1% | $137,256-90.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.04% | 237.85%-215.8pp | 180.65%-158.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,392 | $3,939-39.3% | $3,689-35.1% | $4,156-42.4% |
| Participant deferral / active EE | $4,746 | $5,500-13.7% | $5,072-6.4% | $6,407-25.9% |
| Admin fee / account holder | $673 | $9,721-93.1% | $8,859-92.4% | $12,270-94.5% |