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 | $31,362 | $100,970-68.9% | $96,576-67.5% | $137,256-77.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.21% | 38.16%-16.0pp | 38.47%-16.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $6,468 | $3,809+69.8% | $3,553+82.0% | $4,156+55.6% |
| Participant deferral / active EE | $19,017 | $8,286+129.5% | $7,956+139.0% | $6,407+196.8% |
| Admin fee / account holder | $5,310 | $11,312-53.1% | $11,381-53.3% | $12,270-56.7% |