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 | $57,685 | $178,174-67.6% | $156,181-63.1% | $137,256-58.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.62% | 84.19%-69.6pp | 64.87%-50.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $6,306 | $4,972+26.8% | $4,294+46.9% | $4,156+51.7% |
| Participant deferral / active EE | $17,333 | $6,888+151.7% | $6,132+182.7% | $6,407+170.5% |
| Admin fee / account holder | $8,275 | $17,404-52.5% | $14,586-43.3% | $12,270-32.6% |