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 | $105,237 | $111,814-5.9% | $103,374+1.8% | $145,959-27.9% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 13.36% | 24.77%-11.4pp | 24.89%-11.5pp | 561.95%-548.6pp |
| Employer contribution / active EE | $4,759 | $4,214+12.9% | $3,869+23.0% | $4,661+2.1% |
| Participant deferral / active EE | $10,405 | $5,618+85.2% | $5,058+105.7% | $6,689+55.6% |
| Admin fee / account holder | $4,099 | $9,754-58.0% | $8,394-51.2% | $13,398-69.4% |