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 | $146,415 | $78,520+86.5% | $96,576+51.6% | $82,448+77.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 27.09% | 41.30%-14.2pp | 38.47%-11.4pp | 41.64%-14.6pp |
| Employer contribution / active EE | $9,014 | $2,630+242.8% | $3,553+153.7% | $2,551+253.4% |
| Participant deferral / active EE | $7,639 | $6,754+13.1% | $7,956-4.0% | $4,139+84.6% |
| Admin fee / account holder | $715 | $13,455-94.7% | $11,381-93.7% | $7,234-90.1% |