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 | $140,690 | $154,228-8.8% | $145,433-3.3% | $137,256+2.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.68% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $3,858 | $4,804-19.7% | $4,554-15.3% | $4,156-7.2% |
| Participant deferral / active EE | $22,685 | $8,216+176.1% | $7,897+187.2% | $6,407+254.1% |
| Admin fee / account holder | $635 | $14,344-95.6% | $13,129-95.2% | $12,270-94.8% |