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 6-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 | $12,890 | $112,729-88.6% | $98,716-86.9% | $137,256-90.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.29% | 38.48%-21.2pp | 31.81%-14.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,243 | $2,725-17.7% | $2,279-1.6% | $4,156-46.0% |
| Participant deferral / active EE | $4,196 | $4,640-9.6% | $4,048+3.7% | $6,407-34.5% |
| Admin fee / account holder | $3,981 | $10,129-60.7% | $8,703-54.3% | $12,270-67.6% |