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 | $128,176 | $111,814+14.6% | $103,374+24.0% | $145,959-12.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.65% | 24.77%-10.1pp | 24.89%-10.2pp | 561.95%-547.3pp |
| Employer contribution / active EE | $4,321 | $4,214+2.5% | $3,869+11.7% | $4,661-7.3% |
| Participant deferral / active EE | $10,584 | $5,618+88.4% | $5,058+109.3% | $6,689+58.2% |
| Admin fee / account holder | $1,415 | $9,754-85.5% | $8,394-83.1% | $13,398-89.4% |