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 | $112,691 | $106,749+5.6% | $145,433-22.5% | $82,448+36.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.10% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $4,416 | $3,444+28.2% | $4,554-3.0% | $2,551+73.1% |
| Participant deferral / active EE | $11,661 | $6,519+78.9% | $7,897+47.7% | $4,139+181.7% |
| Admin fee / account holder | $2,724 | $8,390-67.5% | $13,129-79.3% | $7,234-62.3% |