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 | $24,056 | $72,071-66.6% | $68,368-64.8% | $137,256-82.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.44% | 353.14%-334.7pp | 292.57%-274.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,567 | $2,788-43.8% | $2,649-40.8% | $4,156-62.3% |
| Participant deferral / active EE | $5,710 | $4,410+29.5% | $4,123+38.5% | $6,407-10.9% |
| Admin fee / account holder | $2,182 | $5,336-59.1% | $5,150-57.6% | $12,270-82.2% |