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 9-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 | $65,921 | $117,859-44.1% | $102,438-35.6% | $145,959-54.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.16% | 31.72%-17.6pp | 29.37%-15.2pp | 561.95%-547.8pp |
| Employer contribution / active EE | $3,957 | $3,615+9.5% | $3,024+30.9% | $4,661-15.1% |
| Participant deferral / active EE | $10,333 | $5,732+80.3% | $5,054+104.5% | $6,689+54.5% |
| Admin fee / account holder | $20,994 | $13,318+57.6% | $9,448+122.2% | $13,398+56.7% |