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 7-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 | $116,652 | $111,535+4.6% | $105,223+10.9% | $137,256-15.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.95% | 237.85%-222.9pp | 180.65%-165.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,480 | $3,939-11.7% | $3,689-5.6% | $4,156-16.3% |
| Participant deferral / active EE | $8,881 | $5,500+61.5% | $5,072+75.1% | $6,407+38.6% |
| Admin fee / account holder | $7,118 | $9,721-26.8% | $8,859-19.7% | $12,270-42.0% |