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 6-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 | $160,311 | $111,535+43.7% | $105,223+52.4% | $137,256+16.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.08% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,473 | $3,939-11.8% | $3,689-5.8% | $4,156-16.4% |
| Participant deferral / active EE | $7,166 | $5,500+30.3% | $5,072+41.3% | $6,407+11.9% |
| Admin fee / account holder | $11,535 | $9,721+18.7% | $8,859+30.2% | $12,270-6.0% |