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 9-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 | $139,255 | $154,228-9.7% | $145,433-4.2% | $137,256+1.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.60% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $7,113 | $4,804+48.1% | $4,554+56.2% | $4,156+71.1% |
| Participant deferral / active EE | $36,295 | $8,216+341.7% | $7,897+359.6% | $6,407+466.5% |
| Admin fee / account holder | $933 | $14,344-93.5% | $13,129-92.9% | $12,270-92.4% |