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 | $153,954 | $124,425+23.7% | $112,040+37.4% | $137,256+12.2% |
| Participation rate | 79.2% | 79.3%-0.1pp | 76.5%+2.7pp | 80.0%-0.8pp |
| Annual return | 30.28% | 24.72%+5.6pp | 24.52%+5.8pp | 220.34%-190.1pp |
| Employer contribution / active EE | $2,127 | $3,411-37.6% | $2,954-28.0% | $4,156-48.8% |
| Participant deferral / active EE | $6,336 | $5,718+10.8% | $5,098+24.3% | $6,407-1.1% |
| Admin fee / account holder | $5,654 | $15,207-62.8% | $12,098-53.3% | $12,270-53.9% |