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 | $138,267 | $154,228-10.3% | $145,433-4.9% | $137,256+0.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.22% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $10,026 | $4,804+108.7% | $4,554+120.1% | $4,156+141.2% |
| Participant deferral / active EE | $12,193 | $8,216+48.4% | $7,897+54.4% | $6,407+90.3% |
| Admin fee / account holder | $38,820 | $14,344+170.6% | $13,129+195.7% | $12,270+216.4% |