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 | $135,703 | $88,672+53.0% | $105,223+29.0% | $82,448+64.6% |
| Participation rate | 74.4% | 67.9%+6.4pp | 75.0%-0.7pp | 68.1%+6.3pp |
| Annual return | 14.55% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $3,012 | $3,048-1.2% | $3,689-18.4% | $2,551+18.1% |
| Participant deferral / active EE | $4,711 | $4,036+16.7% | $5,072-7.1% | $4,139+13.8% |
| Admin fee / account holder | $4,466 | $7,146-37.5% | $8,859-49.6% | $7,234-38.3% |