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 | $136,115 | $112,729+20.7% | $98,716+37.9% | $137,256-0.8% |
| Participation rate | 94.7% | 74.2%+20.5pp | 69.3%+25.4pp | 80.0%+14.8pp |
| Annual return | 10.65% | 38.48%-27.8pp | 31.81%-21.2pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,637 | $2,725-39.9% | $2,279-28.2% | $4,156-60.6% |
| Participant deferral / active EE | $5,449 | $4,640+17.4% | $4,048+34.6% | $6,407-14.9% |
| Admin fee / account holder | $17,798 | $10,129+75.7% | $8,703+104.5% | $12,270+45.1% |