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 9-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 | $188,523 | $112,729+67.2% | $98,716+91.0% | $137,256+37.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 16.55% | 38.48%-21.9pp | 31.81%-15.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,423 | $2,725-47.8% | $2,279-37.6% | $4,156-65.8% |
| Participant deferral / active EE | $4,475 | $4,640-3.6% | $4,048+10.5% | $6,407-30.2% |
| Admin fee / account holder | $1,777 | $10,129-82.5% | $8,703-79.6% | $12,270-85.5% |