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 | $157,192 | $172,111-8.7% | $150,298+4.6% | $137,256+14.5% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 18.40% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,653 | $4,636-64.4% | $4,154-60.2% | $4,156-60.2% |
| Participant deferral / active EE | $3,392 | $6,166-45.0% | $5,453-37.8% | $6,407-47.1% |
| Admin fee / account holder | $8,520 | $16,471-48.3% | $14,116-39.6% | $12,270-30.6% |