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 4-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 | $39,379 | $97,125-59.5% | $86,233-54.3% | $137,256-71.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.69% | 74.19%-51.5pp | 61.39%-38.7pp | 220.34%-197.7pp |
| Employer contribution / active EE | $3,302 | $2,841+16.2% | $2,504+31.8% | $4,156-20.6% |
| Participant deferral / active EE | $9,109 | $5,180+75.9% | $4,559+99.8% | $6,407+42.2% |
| Admin fee / account holder | $704 | $9,725-92.8% | $8,342-91.6% | $12,270-94.3% |