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 | $147,437 | $154,228-4.4% | $145,433+1.4% | $137,256+7.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.38% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,561 | $4,804-5.1% | $4,554+0.1% | $4,156+9.7% |
| Participant deferral / active EE | $9,467 | $8,216+15.2% | $7,897+19.9% | $6,407+47.8% |
| Admin fee / account holder | $13,259 | $14,344-7.6% | $13,129+1.0% | $12,270+8.1% |