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 7-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 | $56,945 | $97,125-41.4% | $86,233-34.0% | $137,256-58.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.24% | 74.19%-53.9pp | 61.39%-41.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,992 | $2,841+5.3% | $2,504+19.5% | $4,156-28.0% |
| Participant deferral / active EE | $4,814 | $5,180-7.1% | $4,559+5.6% | $6,407-24.9% |
| Admin fee / account holder | $336 | $9,725-96.5% | $8,342-96.0% | $12,270-97.3% |