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 | $147,091 | $183,592-19.9% | $155,567-5.4% | $145,959+0.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.77% | 61.24%-50.5pp | 64.74%-54.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,664 | $5,315-68.7% | $4,674-64.4% | $4,661-64.3% |
| Participant deferral / active EE | $8,307 | $6,464+28.5% | $5,628+47.6% | $6,689+24.2% |
| Admin fee / account holder | $1,144 | $19,318-94.1% | $15,916-92.8% | $13,398-91.5% |