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 | $174,384 | $154,228+13.1% | $145,433+19.9% | $137,256+27.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.11% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $3,603 | $4,804-25.0% | $4,554-20.9% | $4,156-13.3% |
| Participant deferral / active EE | $6,775 | $8,216-17.5% | $7,897-14.2% | $6,407+5.8% |
| Admin fee / account holder | $2,429 | $14,344-83.1% | $13,129-81.5% | $12,270-80.2% |