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 | $143,659 | $88,672+62.0% | $105,223+36.5% | $82,448+74.2% |
| Participation rate | 78.6% | 67.9%+10.6pp | 75.0%+3.5pp | 68.1%+10.5pp |
| Annual return | 21.77% | 30.86%-9.1pp | 180.65%-158.9pp | 41.64%-19.9pp |
| Employer contribution / active EE | $5,387 | $3,048+76.7% | $3,689+46.0% | $2,551+111.2% |
| Participant deferral / active EE | $10,615 | $4,036+163.0% | $5,072+109.3% | $4,139+156.5% |
| Admin fee / account holder | $2,762 | $7,146-61.3% | $8,859-68.8% | $7,234-61.8% |