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 | $160,917 | $201,259-20.0% | $184,200-12.6% | $145,959+10.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.71% | 28.98%-12.3pp | 28.80%-12.1pp | 561.95%-545.2pp |
| Employer contribution / active EE | $3,779 | $7,018-46.2% | $6,424-41.2% | $4,661-18.9% |
| Participant deferral / active EE | $11,988 | $9,806+22.2% | $9,132+31.3% | $6,689+79.2% |
| Admin fee / account holder | $1,229 | $16,372-92.5% | $13,907-91.2% | $13,398-90.8% |