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 | $166,334 | $88,360+88.2% | $145,433+14.4% | $67,986+144.7% |
| Participation rate | 73.5% | 65.5%+8.0pp | 82.1%-8.6pp | 57.2%+16.3pp |
| Annual return | 15.00% | 63.15%-48.2pp | 66.58%-51.6pp | 31.67%-16.7pp |
| Employer contribution / active EE | $1,138 | $3,054-62.7% | $4,554-75.0% | $2,019-43.6% |
| Participant deferral / active EE | $8,053 | $5,932+35.7% | $7,897+2.0% | $3,358+139.8% |
| Admin fee / account holder | $5,745 | $3,313+73.4% | $13,129-56.2% | $3,203+79.3% |