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 | $14,781 | $72,071-79.5% | $68,368-78.4% | $137,256-89.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.42% | 353.14%-332.7pp | 292.57%-272.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,578 | $2,788-43.4% | $2,649-40.4% | $4,156-62.0% |
| Participant deferral / active EE | $5,010 | $4,410+13.6% | $4,123+21.5% | $6,407-21.8% |
| Admin fee / account holder | $316 | $5,336-94.1% | $5,150-93.9% | $12,270-97.4% |