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 | $138,875 | $111,535+24.5% | $105,223+32.0% | $137,256+1.2% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.0%+14.4pp | 80.0%+9.5pp |
| Annual return | 19.22% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,125 | $3,939-46.0% | $3,689-42.4% | $4,156-48.9% |
| Participant deferral / active EE | $4,088 | $5,500-25.7% | $5,072-19.4% | $6,407-36.2% |
| Admin fee / account holder | $7,179 | $9,721-26.2% | $8,859-19.0% | $12,270-41.5% |