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 | $133,158 | $78,520+69.6% | $96,576+37.9% | $82,448+61.5% |
| Participation rate | 80.7% | 77.7%+3.0pp | 81.4%-0.8pp | 68.1%+12.6pp |
| Annual return | 17.77% | 41.30%-23.5pp | 38.47%-20.7pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,375 | $2,630+28.3% | $3,553-5.0% | $2,551+32.3% |
| Participant deferral / active EE | $6,176 | $6,754-8.6% | $7,956-22.4% | $4,139+49.2% |
| Admin fee / account holder | $3,682 | $13,455-72.6% | $11,381-67.6% | $7,234-49.1% |