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 | $145,856 | $124,425+17.2% | $112,040+30.2% | $137,256+6.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.24% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $14,645 | $3,411+329.3% | $2,954+395.8% | $4,156+252.4% |
| Participant deferral / active EE | $18,419 | $5,718+222.1% | $5,098+261.3% | $6,407+187.5% |
| Admin fee / account holder | $41,909 | $15,207+175.6% | $12,098+246.4% | $12,270+241.6% |