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 6-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 | $188,372 | $124,425+51.4% | $112,040+68.1% | $137,256+37.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.56% | 24.72%-3.2pp | 24.52%-3.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,572 | $3,411-24.6% | $2,954-12.9% | $4,156-38.1% |
| Participant deferral / active EE | $9,258 | $5,718+61.9% | $5,098+81.6% | $6,407+44.5% |
| Admin fee / account holder | $12,366 | $15,207-18.7% | $12,098+2.2% | $12,270+0.8% |