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 | $133,417 | $106,749+25.0% | $145,433-8.3% | $82,448+61.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.14% | 27.59%-12.5pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,034 | $3,444-11.9% | $4,554-33.4% | $2,551+19.0% |
| Participant deferral / active EE | $8,539 | $6,519+31.0% | $7,897+8.1% | $4,139+106.3% |
| Admin fee / account holder | $17,392 | $8,390+107.3% | $13,129+32.5% | $7,234+140.4% |