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 9-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 | $176,028 | $201,259-12.5% | $184,200-4.4% | $145,959+20.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.10% | 28.98%-12.9pp | 28.80%-12.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $6,073 | $7,018-13.5% | $6,424-5.5% | $4,661+30.3% |
| Participant deferral / active EE | $13,606 | $9,806+38.7% | $9,132+49.0% | $6,689+103.4% |
| Admin fee / account holder | $23,052 | $16,372+40.8% | $13,907+65.8% | $13,398+72.1% |