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 7-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 | $98,259 | $124,425-21.0% | $112,040-12.3% | $137,256-28.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.60% | 24.72%-7.1pp | 24.52%-6.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,019 | $3,411+17.8% | $2,954+36.0% | $4,156-3.3% |
| Participant deferral / active EE | $5,632 | $5,718-1.5% | $5,098+10.5% | $6,407-12.1% |
| Admin fee / account holder | $1,273 | $15,207-91.6% | $12,098-89.5% | $12,270-89.6% |