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 7-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 | $85,115 | $111,535-23.7% | $105,223-19.1% | $137,256-38.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.87% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,150 | $3,939-45.4% | $3,689-41.7% | $4,156-48.3% |
| Participant deferral / active EE | $6,807 | $5,500+23.8% | $5,072+34.2% | $6,407+6.2% |
| Admin fee / account holder | $7,565 | $9,721-22.2% | $8,859-14.6% | $12,270-38.3% |