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 | $105,819 | $102,382+3.4% | $147,005-28.0% | $80,874+30.8% |
| Participation rate | 79.5% | 75.8%+3.6pp | 82.2%-2.7pp | 67.6%+11.8pp |
| Annual return | 17.53% | 134.89%-117.4pp | 418.76%-401.2pp | 35.62%-18.1pp |
| Employer contribution / active EE | $3,096 | $3,715-16.7% | $4,934-37.3% | $2,756+12.4% |
| Participant deferral / active EE | $6,685 | $6,646+0.6% | $8,070-17.2% | $4,297+55.6% |
| Admin fee / account holder | $873 | $7,942-89.0% | $13,006-93.3% | $6,935-87.4% |