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 | $142,390 | $132,634+7.4% | $115,768+23.0% | $137,256+3.7% |
| Participation rate | 89.5% | 77.9%+11.6pp | 74.4%+15.1pp | 80.0%+9.5pp |
| Annual return | 10.24% | 160.70%-150.5pp | 100.46%-90.2pp | 220.34%-210.1pp |
| Employer contribution / active EE | $3,278 | $3,360-2.4% | $2,940+11.5% | $4,156-21.1% |
| Participant deferral / active EE | $1,663 | $5,619-70.4% | $4,917-66.2% | $6,407-74.0% |
| Admin fee / account holder | $2,244 | $15,028-85.1% | $12,439-82.0% | $12,270-81.7% |