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 | $161,442 | $154,228+4.7% | $145,433+11.0% | $137,256+17.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 15.74% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $7,122 | $4,804+48.3% | $4,554+56.4% | $4,156+71.4% |
| Participant deferral / active EE | $13,150 | $8,216+60.0% | $7,897+66.5% | $6,407+105.2% |
| Admin fee / account holder | $9,745 | $14,344-32.1% | $13,129-25.8% | $12,270-20.6% |