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 | $121,802 | $102,382+19.0% | $147,005-17.1% | $80,874+50.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.77% | 134.89%-120.1pp | 418.76%-404.0pp | 35.62%-20.8pp |
| Employer contribution / active EE | $3,834 | $3,715+3.2% | $4,934-22.3% | $2,756+39.1% |
| Participant deferral / active EE | $7,744 | $6,646+16.5% | $8,070-4.0% | $4,297+80.2% |
| Admin fee / account holder | $7,815 | $7,942-1.6% | $13,006-39.9% | $6,935+12.7% |