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 | $95,208 | $101,618-6.3% | $93,063+2.3% | $137,256-30.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.23% | 223.95%-207.7pp | 34.15%-17.9pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,874 | $2,707+6.2% | $2,476+16.1% | $4,156-30.8% |
| Participant deferral / active EE | $5,845 | $4,279+36.6% | $3,958+47.7% | $6,407-8.8% |
| Admin fee / account holder | $5,489 | $6,198-11.4% | $6,033-9.0% | $12,270-55.3% |