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 5-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 | $26,289 | $68,097-61.4% | $62,929-58.2% | $137,256-80.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 22.53% | 1859.11%-1836.6pp | 1063.93%-1041.4pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,765 | $2,811-37.2% | $2,505-29.5% | $4,156-57.5% |
| Participant deferral / active EE | $6,106 | $4,553+34.1% | $3,888+57.0% | $6,407-4.7% |
| Admin fee / account holder | $2,608 | $6,521-60.0% | $5,065-48.5% | $12,270-78.7% |