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 | $122,454 | $95,453+28.3% | $112,040+9.3% | $82,448+48.5% |
| Participation rate | 88.5% | 72.8%+15.8pp | 76.5%+12.0pp | 68.1%+20.5pp |
| Annual return | 14.21% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,202 | $2,318+38.1% | $2,954+8.4% | $2,551+25.5% |
| Participant deferral / active EE | $4,934 | $4,224+16.8% | $5,098-3.2% | $4,139+19.2% |
| Admin fee / account holder | $1,327 | $9,013-85.3% | $12,098-89.0% | $7,234-81.7% |