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 | $164,270 | $172,111-4.6% | $150,298+9.3% | $137,256+19.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.46% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $10,255 | $4,636+121.2% | $4,154+146.9% | $4,156+146.7% |
| Participant deferral / active EE | $5,232 | $6,166-15.1% | $5,453-4.0% | $6,407-18.3% |
| Admin fee / account holder | $4,334 | $16,471-73.7% | $14,116-69.3% | $12,270-64.7% |