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 3-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 | $11,957 | $172,111-93.1% | $150,298-92.0% | $137,256-91.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.34% | 69.37%-58.0pp | 62.79%-51.4pp | 220.34%-209.0pp |
| Employer contribution / active EE | $4,999 | $4,636+7.8% | $4,154+20.3% | $4,156+20.3% |
| Participant deferral / active EE | $5,404 | $6,166-12.4% | $5,453-0.9% | $6,407-15.7% |
| Admin fee / account holder | $858 | $16,471-94.8% | $14,116-93.9% | $12,270-93.0% |