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 | $161,320 | $172,111-6.3% | $150,298+7.3% | $137,256+17.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.77% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $4,169 | $4,636-10.1% | $4,154+0.3% | $4,156+0.3% |
| Participant deferral / active EE | $9,964 | $6,166+61.6% | $5,453+82.7% | $6,407+55.5% |
| Admin fee / account holder | $7,082 | $16,471-57.0% | $14,116-49.8% | $12,270-42.3% |