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 | $145,541 | $154,228-5.6% | $145,433+0.1% | $137,256+6.0% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 15.27% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,185 | $4,804-33.7% | $4,554-30.1% | $4,156-23.4% |
| Participant deferral / active EE | $10,041 | $8,216+22.2% | $7,897+27.1% | $6,407+56.7% |
| Admin fee / account holder | $84,295 | $14,344+487.7% | $13,129+542.1% | $12,270+587.0% |