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 8-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 | $59,549 | $161,352-63.1% | $134,172-55.6% | $137,256-56.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.27% | 28.72%-14.4pp | 25.30%-11.0pp | 220.34%-206.1pp |
| Employer contribution / active EE | $5,349 | $4,099+30.5% | $3,420+56.4% | $4,156+28.7% |
| Participant deferral / active EE | $5,349 | $5,552-3.7% | $4,690+14.0% | $6,407-16.5% |
| Admin fee / account holder | $973 | $15,028-93.5% | $12,016-91.9% | $12,270-92.1% |