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 | $98,345 | $159,934-38.5% | $147,005-33.1% | $145,959-32.6% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 13.98% | 98.24%-84.3pp | 418.76%-404.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $3,522 | $5,287-33.4% | $4,934-28.6% | $4,661-24.4% |
| Participant deferral / active EE | $8,508 | $8,427+1.0% | $8,070+5.4% | $6,689+27.2% |
| Admin fee / account holder | $1,143 | $15,053-92.4% | $13,006-91.2% | $13,398-91.5% |