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 7-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 | $37,077 | $97,125-61.8% | $86,233-57.0% | $137,256-73.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.52% | 74.19%-53.7pp | 61.39%-40.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,538 | $2,841-45.9% | $2,504-38.6% | $4,156-63.0% |
| Participant deferral / active EE | $5,828 | $5,180+12.5% | $4,559+27.8% | $6,407-9.0% |
| Admin fee / account holder | $844 | $9,725-91.3% | $8,342-89.9% | $12,270-93.1% |