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 | $145,853 | $154,228-5.4% | $145,433+0.3% | $137,256+6.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.24% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $5,138 | $4,804+6.9% | $4,554+12.8% | $4,156+23.6% |
| Participant deferral / active EE | $7,593 | $8,216-7.6% | $7,897-3.9% | $6,407+18.5% |
| Admin fee / account holder | $9,502 | $14,344-33.8% | $13,129-27.6% | $12,270-22.6% |