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 | $136,728 | $78,520+74.1% | $96,576+41.6% | $82,448+65.8% |
| Participation rate | 91.8% | 77.7%+14.1pp | 81.4%+10.4pp | 68.1%+23.8pp |
| Annual return | 15.66% | 41.30%-25.6pp | 38.47%-22.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,520 | $6,754+26.1% | $7,956+7.1% | $4,139+105.8% |
| Admin fee / account holder | $7,548 | $13,455-43.9% | $11,381-33.7% | $7,234+4.3% |