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 4-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 | $84,641 | $81,446+3.9% | $103,374-18.1% | $80,874+4.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 23.86% | 25.57%-1.7pp | 24.89%-1.0pp | 35.62%-11.8pp |
| Employer contribution / active EE | $12,219 | $3,107+293.3% | $3,869+215.8% | $2,756+343.4% |
| Participant deferral / active EE | $21,051 | $3,870+444.0% | $5,058+316.2% | $4,297+389.9% |
| Admin fee / account holder | $320 | $6,715-95.2% | $8,394-96.2% | $6,935-95.4% |