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 | $118,306 | $111,535+6.1% | $105,223+12.4% | $137,256-13.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.45% | 237.85%-224.4pp | 180.65%-167.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,532 | $3,939-61.1% | $3,689-58.5% | $4,156-63.1% |
| Participant deferral / active EE | $8,102 | $5,500+47.3% | $5,072+59.7% | $6,407+26.5% |
| Admin fee / account holder | $1,918 | $9,721-80.3% | $8,859-78.4% | $12,270-84.4% |