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 | $14,870 | $172,111-91.4% | $150,298-90.1% | $137,256-89.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.55% | 69.37%-46.8pp | 62.79%-40.2pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,830 | $4,636-39.0% | $4,154-31.9% | $4,156-31.9% |
| Participant deferral / active EE | $6,461 | $6,166+4.8% | $5,453+18.5% | $6,407+0.9% |
| Admin fee / account holder | $300 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |