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 | $175,290 | $106,749+64.2% | $145,433+20.5% | $82,448+112.6% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 15.77% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,297 | $3,444-62.3% | $4,554-71.5% | $2,551-49.1% |
| Participant deferral / active EE | $7,313 | $6,519+12.2% | $7,897-7.4% | $4,139+76.7% |
| Admin fee / account holder | $5,352 | $8,390-36.2% | $13,129-59.2% | $7,234-26.0% |