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 | $101,448 | $111,535-9.0% | $105,223-3.6% | $137,256-26.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 17.49% | 237.85%-220.4pp | 180.65%-163.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,374 | $3,939-14.4% | $3,689-8.5% | $4,156-18.8% |
| Participant deferral / active EE | $5,145 | $5,500-6.4% | $5,072+1.5% | $6,407-19.7% |
| Admin fee / account holder | $3,448 | $9,721-64.5% | $8,859-61.1% | $12,270-71.9% |