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 | $34,107 | $72,071-52.7% | $68,368-50.1% | $137,256-75.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.49% | 353.14%-331.7pp | 292.57%-271.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,046 | $2,788-62.5% | $2,649-60.5% | $4,156-74.8% |
| Participant deferral / active EE | $6,583 | $4,410+49.3% | $4,123+59.7% | $6,407+2.8% |
| Admin fee / account holder | $1,414 | $5,336-73.5% | $5,150-72.5% | $12,270-88.5% |