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 | $153,157 | $76,407+100.4% | $150,298+1.9% | $82,448+85.8% |
| Participation rate | 97.1% | 66.4%+30.7pp | 77.8%+19.4pp | 68.1%+29.1pp |
| Annual return | 14.15% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,492 | $2,614-4.7% | $4,154-40.0% | $2,551-2.3% |
| Participant deferral / active EE | $6,368 | $3,214+98.1% | $5,453+16.8% | $4,139+53.8% |
| Admin fee / account holder | $1,701 | $6,352-73.2% | $14,116-87.9% | $7,234-76.5% |