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 | $186,763 | $146,267+27.7% | $197,124-5.3% | $82,448+126.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 13.68% | 29.61%-15.9pp | 44.34%-30.7pp | 41.64%-28.0pp |
| Employer contribution / active EE | $8,993 | $4,723+90.4% | $6,227+44.4% | $2,551+252.5% |
| Participant deferral / active EE | $7,494 | $7,035+6.5% | $9,135-18.0% | $4,139+81.0% |
| Admin fee / account holder | $3,925 | $14,422-72.8% | $16,298-75.9% | $7,234-45.7% |