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 | $144,399 | $172,111-16.1% | $150,298-3.9% | $137,256+5.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.06% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,246 | $4,636-51.6% | $4,154-45.9% | $4,156-46.0% |
| Participant deferral / active EE | $15,500 | $6,166+151.4% | $5,453+184.3% | $6,407+141.9% |
| Admin fee / account holder | $856 | $16,471-94.8% | $14,116-93.9% | $12,270-93.0% |