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 | $245,593 | $146,267+67.9% | $197,124+24.6% | $82,448+197.9% |
| Participation rate | 89.7% | 84.0%+5.6pp | 86.7%+2.9pp | 68.1%+21.6pp |
| Annual return | 13.30% | 29.61%-16.3pp | 44.34%-31.0pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,302 | $4,723-51.3% | $6,227-63.0% | $2,551-9.8% |
| Participant deferral / active EE | $6,774 | $7,035-3.7% | $9,135-25.8% | $4,139+63.7% |
| Admin fee / account holder | $2,348 | $14,422-83.7% | $16,298-85.6% | $7,234-67.5% |