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 | $170,137 | $172,111-1.1% | $150,298+13.2% | $137,256+24.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.61% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,502 | $4,636-46.0% | $4,154-39.8% | $4,156-39.8% |
| Participant deferral / active EE | $4,879 | $6,166-20.9% | $5,453-10.5% | $6,407-23.8% |
| Admin fee / account holder | $6,573 | $16,471-60.1% | $14,116-53.4% | $12,270-46.4% |