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 | $112,822 | $154,228-26.8% | $145,433-22.4% | $137,256-17.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.71% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,741 | $4,804-22.1% | $4,554-17.9% | $4,156-10.0% |
| Participant deferral / active EE | $3,741 | $8,216-54.5% | $7,897-52.6% | $6,407-41.6% |
| Admin fee / account holder | $40,595 | $14,344+183.0% | $13,129+209.2% | $12,270+230.8% |