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 9-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 | $90,078 | $97,125-7.3% | $86,233+4.5% | $137,256-34.4% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.0%+24.3pp | 80.0%+13.4pp |
| Annual return | 14.53% | 74.19%-59.7pp | 61.39%-46.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,969 | $2,841+4.5% | $2,504+18.6% | $4,156-28.6% |
| Participant deferral / active EE | $7,341 | $5,180+41.7% | $4,559+61.0% | $6,407+14.6% |
| Admin fee / account holder | $15,436 | $9,725+58.7% | $8,342+85.0% | $12,270+25.8% |