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 5-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 | $2,130 | $67,823-96.9% | $52,425-95.9% | $137,256-98.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 14.19% | 219.11%-204.9pp | 302.12%-287.9pp | 220.34%-206.2pp |
| Employer contribution / active EE | $802 | $1,163-31.0% | $914-12.3% | $4,156-80.7% |
| Participant deferral / active EE | $1,430 | $2,288-37.5% | $1,790-20.2% | $6,407-77.7% |
| Admin fee / account holder | $326 | $2,844-88.6% | $2,495-86.9% | $12,270-97.3% |