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 4-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 | $71,744 | $87,166-17.7% | $76,735-6.5% | $137,256-47.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.95% | 26.50%-13.6pp | 29.77%-16.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $672 | $2,904-76.9% | $2,454-72.6% | $4,156-83.8% |
| Participant deferral / active EE | $15,500 | $4,726+228.0% | $4,088+279.2% | $6,407+141.9% |
| Admin fee / account holder | $543 | $8,403-93.5% | $7,189-92.4% | $12,270-95.6% |