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 | $146,628 | $124,425+17.8% | $112,040+30.9% | $137,256+6.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.26% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,714 | $3,411-49.8% | $2,954-42.0% | $4,156-58.8% |
| Participant deferral / active EE | $6,771 | $5,718+18.4% | $5,098+32.8% | $6,407+5.7% |
| Admin fee / account holder | $7,228 | $15,207-52.5% | $12,098-40.3% | $12,270-41.1% |