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 | $162,541 | $172,111-5.6% | $150,298+8.1% | $137,256+18.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 12.58% | 69.37%-56.8pp | 62.79%-50.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,243 | $4,636-73.2% | $4,154-70.1% | $4,156-70.1% |
| Participant deferral / active EE | $6,876 | $6,166+11.5% | $5,453+26.1% | $6,407+7.3% |
| Admin fee / account holder | $1,025 | $16,471-93.8% | $14,116-92.7% | $12,270-91.6% |