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 | $143,937 | $172,111-16.4% | $150,298-4.2% | $137,256+4.9% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 13.62% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $4,319 | $4,636-6.8% | $4,154+4.0% | $4,156+3.9% |
| Participant deferral / active EE | $5,030 | $6,166-18.4% | $5,453-7.8% | $6,407-21.5% |
| Admin fee / account holder | $1,320 | $16,471-92.0% | $14,116-90.6% | $12,270-89.2% |