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 | $235,466 | $117,859+99.8% | $102,438+129.9% | $145,959+61.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 17.26% | 31.72%-14.5pp | 29.37%-12.1pp | 561.95%-544.7pp |
| Employer contribution / active EE | $2,249 | $3,615-37.8% | $3,024-25.6% | $4,661-51.7% |
| Participant deferral / active EE | $2,666 | $5,732-53.5% | $5,054-47.2% | $6,689-60.1% |
| Admin fee / account holder | $76,206 | $13,318+472.2% | $9,448+706.6% | $13,398+468.8% |