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 3-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 | $10,682 | $72,071-85.2% | $68,368-84.4% | $137,256-92.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 145.06% | 353.14%-208.1pp | 292.57%-147.5pp | 220.34%-75.3pp |
| Employer contribution / active EE | $2,324 | $2,788-16.7% | $2,649-12.3% | $4,156-44.1% |
| Participant deferral / active EE | $4,311 | $4,410-2.3% | $4,123+4.6% | $6,407-32.7% |
| Admin fee / account holder | $9,943 | $5,336+86.3% | $5,150+93.1% | $12,270-19.0% |