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 | $148,143 | $154,228-3.9% | $145,433+1.9% | $137,256+7.9% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 17.07% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $6,482 | $4,804+34.9% | $4,554+42.3% | $4,156+56.0% |
| Participant deferral / active EE | $10,643 | $8,216+29.5% | $7,897+34.8% | $6,407+66.1% |
| Admin fee / account holder | $742 | $14,344-94.8% | $13,129-94.3% | $12,270-94.0% |