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 | $137,168 | $178,174-23.0% | $156,181-12.2% | $137,256-0.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.82% | 84.19%-66.4pp | 64.87%-47.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,443 | $4,972-30.8% | $4,294-19.8% | $4,156-17.2% |
| Participant deferral / active EE | $10,134 | $6,888+47.1% | $6,132+65.3% | $6,407+58.2% |
| Admin fee / account holder | $18,592 | $17,404+6.8% | $14,586+27.5% | $12,270+51.5% |