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 | $178,500 | $172,111+3.7% | $150,298+18.8% | $137,256+30.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.94% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $5,815 | $4,636+25.4% | $4,154+40.0% | $4,156+39.9% |
| Participant deferral / active EE | $5,397 | $6,166-12.5% | $5,453-1.0% | $6,407-15.8% |
| Admin fee / account holder | $7,562 | $16,471-54.1% | $14,116-46.4% | $12,270-38.4% |