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 | $93,992 | $112,729-16.6% | $98,716-4.8% | $137,256-31.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 28.24% | 38.48%-10.2pp | 31.81%-3.6pp | 220.34%-192.1pp |
| Employer contribution / active EE | $2,507 | $2,725-8.0% | $2,279+10.0% | $4,156-39.7% |
| Participant deferral / active EE | $33,442 | $4,640+620.7% | $4,048+726.2% | $6,407+422.0% |
| Admin fee / account holder | $863 | $10,129-91.5% | $8,703-90.1% | $12,270-93.0% |