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 | $47,411 | $111,535-57.5% | $105,223-54.9% | $137,256-65.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.72% | 237.85%-219.1pp | 180.65%-161.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,771 | $3,939-29.7% | $3,689-24.9% | $4,156-33.3% |
| Participant deferral / active EE | $3,259 | $5,500-40.8% | $5,072-35.8% | $6,407-49.1% |
| Admin fee / account holder | $1,135 | $9,721-88.3% | $8,859-87.2% | $12,270-90.8% |