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 | $203,555 | $124,425+63.6% | $112,040+81.7% | $137,256+48.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.41% | 24.72%-14.3pp | 24.52%-14.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $814 | $3,411-76.1% | $2,954-72.4% | $4,156-80.4% |
| Participant deferral / active EE | $11,230 | $5,718+96.4% | $5,098+120.3% | $6,407+75.3% |
| Admin fee / account holder | $45,838 | $15,207+201.4% | $12,098+278.9% | $12,270+273.6% |