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 5-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 | $137,604 | $112,729+22.1% | $98,716+39.4% | $137,256+0.3% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.3%+22.0pp | 80.0%+11.3pp |
| Annual return | 15.89% | 38.48%-22.6pp | 31.81%-15.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,835 | $2,725-32.7% | $2,279-19.5% | $4,156-55.8% |
| Participant deferral / active EE | $7,157 | $4,640+54.2% | $4,048+76.8% | $6,407+11.7% |
| Admin fee / account holder | $6,550 | $10,129-35.3% | $8,703-24.7% | $12,270-46.6% |