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 | $157,244 | $88,672+77.3% | $105,223+49.4% | $82,448+90.7% |
| Participation rate | 81.1% | 67.9%+13.2pp | 75.0%+6.0pp | 68.1%+13.0pp |
| Annual return | 14.37% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,464 | $3,048-19.2% | $3,689-33.2% | $2,551-3.4% |
| Participant deferral / active EE | $3,448 | $4,036-14.6% | $5,072-32.0% | $4,139-16.7% |
| Admin fee / account holder | $14,689 | $7,146+105.6% | $8,859+65.8% | $7,234+103.0% |