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 | $121,149 | $102,382+18.3% | $147,005-17.6% | $80,874+49.8% |
| Participation rate | 89.5% | 75.8%+13.6pp | 82.2%+7.3pp | 67.6%+21.8pp |
| Annual return | 17.47% | 134.89%-117.4pp | 418.76%-401.3pp | 35.62%-18.1pp |
| Employer contribution / active EE | $3,587 | $3,715-3.4% | $4,934-27.3% | $2,756+30.2% |
| Participant deferral / active EE | $16,119 | $6,646+142.5% | $8,070+99.8% | $4,297+275.1% |
| Admin fee / account holder | $3,348 | $7,942-57.9% | $13,006-74.3% | $6,935-51.7% |