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 8-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 | $166,253 | $172,111-3.4% | $150,298+10.6% | $137,256+21.1% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 15.07% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $4,882 | $4,636+5.3% | $4,154+17.5% | $4,156+17.5% |
| Participant deferral / active EE | $7,555 | $6,166+22.5% | $5,453+38.5% | $6,407+17.9% |
| Admin fee / account holder | $1,528 | $16,471-90.7% | $14,116-89.2% | $12,270-87.6% |