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 10-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 | $11,957 | $47,479-74.8% | $62,929-81.0% | $82,448-85.5% |
| Participation rate | 90.9% | 66.9%+24.0pp | 73.1%+17.8pp | 68.1%+22.8pp |
| Annual return | 15.36% | 20.34%-5.0pp | 1063.93%-1048.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,020 | $2,870+5.2% | $3,888-22.3% | $4,139-27.0% |
| Admin fee / account holder | $1,633 | $3,804-57.1% | $5,065-67.8% | $7,234-77.4% |