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 | $16,914 | $111,535-84.8% | $105,223-83.9% | $137,256-87.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.86% | 237.85%-217.0pp | 180.65%-159.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,304 | $3,939-66.9% | $3,689-64.6% | $4,156-68.6% |
| Participant deferral / active EE | $2,774 | $5,500-49.6% | $5,072-45.3% | $6,407-56.7% |
| Admin fee / account holder | $995 | $9,721-89.8% | $8,859-88.8% | $12,270-91.9% |