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 | $44,363 | $97,125-54.3% | $86,233-48.6% | $137,256-67.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 24.33% | 74.19%-49.9pp | 61.39%-37.1pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,392 | $2,841-51.0% | $2,504-44.4% | $4,156-66.5% |
| Participant deferral / active EE | $13,937 | $5,180+169.1% | $4,559+205.7% | $6,407+117.5% |
| Admin fee / account holder | $6,081 | $9,725-37.5% | $8,342-27.1% | $12,270-50.4% |