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 4-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 | $99,894 | $106,749-6.4% | $145,433-31.3% | $82,448+21.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.12% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $4,114 | $3,444+19.4% | $4,554-9.7% | $2,551+61.3% |
| Participant deferral / active EE | $8,690 | $6,519+33.3% | $7,897+10.0% | $4,139+109.9% |
| Admin fee / account holder | $555 | $8,390-93.4% | $13,129-95.8% | $7,234-92.3% |