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 | $148,994 | $111,814+33.3% | $103,374+44.1% | $145,959+2.1% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 10.25% | 24.77%-14.5pp | 24.89%-14.6pp | 561.95%-551.7pp |
| Employer contribution / active EE | $1,990 | $4,214-52.8% | $3,869-48.6% | $4,661-57.3% |
| Participant deferral / active EE | $5,454 | $5,618-2.9% | $5,058+7.8% | $6,689-18.5% |
| Admin fee / account holder | $23,385 | $9,754+139.7% | $8,394+178.6% | $13,398+74.5% |