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 | $146,604 | $88,672+65.3% | $105,223+39.3% | $82,448+77.8% |
| Participation rate | 83.8% | 67.9%+15.9pp | 75.0%+8.7pp | 68.1%+15.7pp |
| Annual return | 16.42% | 30.86%-14.4pp | 180.65%-164.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,249 | $3,048-26.2% | $3,689-39.0% | $2,551-11.8% |
| Participant deferral / active EE | $7,498 | $4,036+85.8% | $5,072+47.8% | $4,139+81.1% |
| Admin fee / account holder | $5,076 | $7,146-29.0% | $8,859-42.7% | $7,234-29.8% |