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 | $184,986 | $106,749+73.3% | $145,433+27.2% | $82,448+124.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.93% | 27.59%-11.7pp | 66.58%-50.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,224 | $3,444-6.4% | $4,554-29.2% | $2,551+26.4% |
| Participant deferral / active EE | $6,463 | $6,519-0.8% | $7,897-18.2% | $4,139+56.1% |
| Admin fee / account holder | $13,989 | $8,390+66.7% | $13,129+6.6% | $7,234+93.4% |