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 6-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 | $110,341 | $106,749+3.4% | $145,433-24.1% | $82,448+33.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.06% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $3,196 | $3,444-7.2% | $4,554-29.8% | $2,551+25.3% |
| Participant deferral / active EE | $8,253 | $6,519+26.6% | $7,897+4.5% | $4,139+99.4% |
| Admin fee / account holder | $1,931 | $8,390-77.0% | $13,129-85.3% | $7,234-73.3% |