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 | $154,422 | $108,825+41.9% | $156,181-1.1% | $82,448+87.3% |
| Participation rate | 85.5% | 72.4%+13.2pp | 78.8%+6.7pp | 68.1%+17.5pp |
| Annual return | 13.50% | 20.59%-7.1pp | 64.87%-51.4pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,791 | $2,870-37.6% | $4,294-58.3% | $2,551-29.8% |
| Participant deferral / active EE | $9,579 | $4,577+109.3% | $6,132+56.2% | $4,139+131.4% |
| Admin fee / account holder | $34,934 | $9,341+274.0% | $14,586+139.5% | $7,234+382.9% |