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 | $142,051 | $97,125+46.3% | $86,233+64.7% | $137,256+3.5% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.0%+12.8pp | 80.0%+1.9pp |
| Annual return | 17.78% | 74.19%-56.4pp | 61.39%-43.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,041 | $2,841+7.0% | $2,504+21.4% | $4,156-26.8% |
| Participant deferral / active EE | $7,937 | $5,180+53.2% | $4,559+74.1% | $6,407+23.9% |
| Admin fee / account holder | $739 | $9,725-92.4% | $8,342-91.1% | $12,270-94.0% |