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 8-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 | $121,855 | $172,111-29.2% | $150,298-18.9% | $137,256-11.2% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 15.82% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,589 | $4,636-22.6% | $4,154-13.6% | $4,156-13.6% |
| Participant deferral / active EE | $8,511 | $6,166+38.0% | $5,453+56.1% | $6,407+32.8% |
| Admin fee / account holder | $627 | $16,471-96.2% | $14,116-95.6% | $12,270-94.9% |