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 | $223,576 | $209,336+6.8% | $197,124+13.4% | $137,256+62.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.92% | 48.09%-31.2pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,716 | $6,591-43.6% | $6,227-40.3% | $4,156-10.6% |
| Participant deferral / active EE | $11,145 | $9,614+15.9% | $9,135+22.0% | $6,407+73.9% |
| Admin fee / account holder | $675 | $17,308-96.1% | $16,298-95.9% | $12,270-94.5% |