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 | $58,870 | $100,970-41.7% | $96,576-39.0% | $137,256-57.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.82% | 38.16%-22.3pp | 38.47%-22.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,325 | $3,809-39.0% | $3,553-34.6% | $4,156-44.1% |
| Participant deferral / active EE | $6,633 | $8,286-20.0% | $7,956-16.6% | $6,407+3.5% |
| Admin fee / account holder | $9,039 | $11,312-20.1% | $11,381-20.6% | $12,270-26.3% |