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 | $140,840 | $172,111-18.2% | $150,298-6.3% | $137,256+2.6% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 80.0%+14.5pp |
| Annual return | 14.76% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,134 | $4,636-10.8% | $4,154-0.5% | $4,156-0.5% |
| Participant deferral / active EE | $10,304 | $6,166+67.1% | $5,453+89.0% | $6,407+60.8% |
| Admin fee / account holder | $23,654 | $16,471+43.6% | $14,116+67.6% | $12,270+92.8% |