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 | $64,078 | $124,425-48.5% | $112,040-42.8% | $137,256-53.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.80% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $3,585 | $3,411+5.1% | $2,954+21.4% | $4,156-13.7% |
| Participant deferral / active EE | $14,593 | $5,718+155.2% | $5,098+186.3% | $6,407+127.8% |
| Admin fee / account holder | $19,146 | $15,207+25.9% | $12,098+58.3% | $12,270+56.0% |