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 3-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 | $47,464 | $112,729-57.9% | $98,716-51.9% | $137,256-65.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.34% | 38.48%-19.1pp | 31.81%-12.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,975 | $2,725+9.2% | $2,279+30.6% | $4,156-28.4% |
| Participant deferral / active EE | $8,500 | $4,640+83.2% | $4,048+110.0% | $6,407+32.7% |
| Admin fee / account holder | $760 | $10,129-92.5% | $8,703-91.3% | $12,270-93.8% |