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 | $163,121 | $111,535+46.3% | $105,223+55.0% | $137,256+18.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 14.06% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,492 | $3,939-36.8% | $3,689-32.5% | $4,156-40.0% |
| Participant deferral / active EE | $6,298 | $5,500+14.5% | $5,072+24.2% | $6,407-1.7% |
| Admin fee / account holder | $1,803 | $9,721-81.5% | $8,859-79.6% | $12,270-85.3% |