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 | $27,903 | $165,584-83.1% | $142,942-80.5% | $137,256-79.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 15.09% | 164.22%-149.1pp | 113.70%-98.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,774 | $4,725-62.5% | $4,139-57.2% | $4,156-57.3% |
| Participant deferral / active EE | $2,207 | $8,194-73.1% | $7,128-69.0% | $6,407-65.6% |
| Admin fee / account holder | $1,658 | $16,167-89.7% | $12,475-86.7% | $12,270-86.5% |