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 5-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 | $99,627 | $100,970-1.3% | $96,576+3.2% | $137,256-27.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.49% | 38.16%-22.7pp | 38.47%-23.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $12,036 | $3,809+216.0% | $3,553+238.7% | $4,156+189.6% |
| Participant deferral / active EE | $10,436 | $8,286+25.9% | $7,956+31.2% | $6,407+62.9% |
| Admin fee / account holder | $1,104 | $11,312-90.2% | $11,381-90.3% | $12,270-91.0% |