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 | $7,803 | $97,125-92.0% | $86,233-91.0% | $137,256-94.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.36% | 74.19%-56.8pp | 61.39%-44.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,805 | $2,841-36.5% | $2,504-27.9% | $4,156-56.6% |
| Participant deferral / active EE | $2,466 | $5,180-52.4% | $4,559-45.9% | $6,407-61.5% |
| Admin fee / account holder | $1,322 | $9,725-86.4% | $8,342-84.2% | $12,270-89.2% |