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 | $132,204 | $124,425+6.3% | $112,040+18.0% | $137,256-3.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.48% | 24.72%-11.2pp | 24.52%-11.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,044 | $3,411-10.8% | $2,954+3.0% | $4,156-26.8% |
| Participant deferral / active EE | $12,887 | $5,718+125.4% | $5,098+152.8% | $6,407+101.1% |
| Admin fee / account holder | $560 | $15,207-96.3% | $12,098-95.4% | $12,270-95.4% |