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 | $118,299 | $88,672+33.4% | $105,223+12.4% | $82,448+43.5% |
| Participation rate | 71.8% | 67.9%+3.8pp | 75.0%-3.3pp | 68.1%+3.7pp |
| Annual return | 15.11% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,590 | $3,048-47.8% | $3,689-56.9% | $2,551-37.7% |
| Participant deferral / active EE | $6,311 | $4,036+56.4% | $5,072+24.4% | $4,139+52.5% |
| Admin fee / account holder | $7,621 | $7,146+6.6% | $8,859-14.0% | $7,234+5.3% |