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 | $103,347 | $106,749-3.2% | $145,433-28.9% | $82,448+25.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.46% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $4,137 | $3,444+20.1% | $4,554-9.2% | $2,551+62.2% |
| Participant deferral / active EE | $10,109 | $6,519+55.1% | $7,897+28.0% | $4,139+144.2% |
| Admin fee / account holder | $1,411 | $8,390-83.2% | $13,129-89.2% | $7,234-80.5% |