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 | $11,190 | $87,166-87.2% | $76,735-85.4% | $137,256-91.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.73% | 26.50%-10.8pp | 29.77%-14.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,380 | $2,904-52.5% | $2,454-43.8% | $4,156-66.8% |
| Participant deferral / active EE | $2,021 | $4,726-57.2% | $4,088-50.6% | $6,407-68.5% |
| Admin fee / account holder | $1,098 | $8,403-86.9% | $7,189-84.7% | $12,270-91.0% |