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 | $160,729 | $201,259-20.1% | $184,200-12.7% | $145,959+10.1% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 19.83% | 28.98%-9.2pp | 28.80%-9.0pp | 561.95%-542.1pp |
| Employer contribution / active EE | $14,217 | $7,018+102.6% | $6,424+121.3% | $4,661+205.0% |
| Participant deferral / active EE | $4,752 | $9,806-51.5% | $9,132-48.0% | $6,689-28.9% |
| Admin fee / account holder | $4,615 | $16,372-71.8% | $13,907-66.8% | $13,398-65.6% |