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 8-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 | $81,680 | $172,111-52.5% | $150,298-45.7% | $137,256-40.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.62% | 69.37%-49.8pp | 62.79%-43.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,574 | $4,636-44.5% | $4,154-38.0% | $4,156-38.1% |
| Participant deferral / active EE | $9,228 | $6,166+49.7% | $5,453+69.2% | $6,407+44.0% |
| Admin fee / account holder | $709 | $16,471-95.7% | $14,116-95.0% | $12,270-94.2% |