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 | $160,400 | $183,592-12.6% | $155,567+3.1% | $145,959+9.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.37% | 61.24%-46.9pp | 64.74%-50.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $6,764 | $5,315+27.3% | $4,674+44.7% | $4,661+45.1% |
| Participant deferral / active EE | $11,500 | $6,464+77.9% | $5,628+104.3% | $6,689+71.9% |
| Admin fee / account holder | $2,124 | $19,318-89.0% | $15,916-86.7% | $13,398-84.1% |