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 | $108,454 | $95,453+13.6% | $112,040-3.2% | $82,448+31.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 20.00% | 23.92%-3.9pp | 24.52%-4.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $7,069 | $2,318+205.0% | $2,954+139.3% | $2,551+177.1% |
| Participant deferral / active EE | $3,582 | $4,224-15.2% | $5,098-29.7% | $4,139-13.5% |
| Admin fee / account holder | $4,580 | $9,013-49.2% | $12,098-62.1% | $7,234-36.7% |