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 | $95,109 | $101,618-6.4% | $93,063+2.2% | $137,256-30.7% |
| Participation rate | 81.8% | 74.9%+6.9pp | 72.1%+9.7pp | 80.0%+1.9pp |
| Annual return | 17.18% | 223.95%-206.8pp | 34.15%-17.0pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,749 | $2,707-35.4% | $2,476-29.4% | $4,156-57.9% |
| Participant deferral / active EE | $3,886 | $4,279-9.2% | $3,958-1.8% | $6,407-39.3% |
| Admin fee / account holder | $4,584 | $6,198-26.1% | $6,033-24.0% | $12,270-62.6% |