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 | $157,294 | $172,111-8.6% | $150,298+4.7% | $137,256+14.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.51% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,282 | $4,636-72.4% | $4,154-69.2% | $4,156-69.2% |
| Participant deferral / active EE | $7,950 | $6,166+28.9% | $5,453+45.8% | $6,407+24.1% |
| Admin fee / account holder | $1,233 | $16,471-92.5% | $14,116-91.3% | $12,270-90.0% |