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 | $155,734 | $172,111-9.5% | $150,298+3.6% | $137,256+13.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.87% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,702 | $4,636-41.7% | $4,154-35.0% | $4,156-35.0% |
| Participant deferral / active EE | $2,702 | $6,166-56.2% | $5,453-50.4% | $6,407-57.8% |
| Admin fee / account holder | $1,116 | $16,471-93.2% | $14,116-92.1% | $12,270-90.9% |