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 4-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 | $52,688 | $112,729-53.3% | $98,716-46.6% | $137,256-61.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.79% | 38.48%-17.7pp | 31.81%-11.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,318 | $2,725-15.0% | $2,279+1.7% | $4,156-44.2% |
| Participant deferral / active EE | $10,800 | $4,640+132.7% | $4,048+166.8% | $6,407+68.6% |
| Admin fee / account holder | $326 | $10,129-96.8% | $8,703-96.3% | $12,270-97.3% |