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 | $137,162 | $106,749+28.5% | $145,433-5.7% | $82,448+66.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.06% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,833 | $3,444-46.8% | $4,554-59.7% | $2,551-28.1% |
| Participant deferral / active EE | $6,956 | $6,519+6.7% | $7,897-11.9% | $4,139+68.1% |
| Admin fee / account holder | $2,946 | $8,390-64.9% | $13,129-77.6% | $7,234-59.3% |