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 | $123,536 | $154,228-19.9% | $145,433-15.1% | $137,256-10.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.40% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,226 | $4,804-74.5% | $4,554-73.1% | $4,156-70.5% |
| Participant deferral / active EE | $14,938 | $8,216+81.8% | $7,897+89.2% | $6,407+133.2% |
| Admin fee / account holder | $15,548 | $14,344+8.4% | $13,129+18.4% | $12,270+26.7% |