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 | $11,025 | $97,125-88.6% | $86,233-87.2% | $137,256-92.0% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.0%+22.6pp | 80.0%+11.7pp |
| Annual return | 18.58% | 74.19%-55.6pp | 61.39%-42.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,540 | $2,841-45.8% | $2,504-38.5% | $4,156-62.9% |
| Participant deferral / active EE | $2,519 | $5,180-51.4% | $4,559-44.8% | $6,407-60.7% |
| Admin fee / account holder | $2,918 | $9,725-70.0% | $8,342-65.0% | $12,270-76.2% |