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 | $176,916 | $111,535+58.6% | $105,223+68.1% | $137,256+28.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 20.08% | 237.85%-217.8pp | 180.65%-160.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,069 | $3,939-22.1% | $3,689-16.8% | $4,156-26.1% |
| Participant deferral / active EE | $10,477 | $5,500+90.5% | $5,072+106.6% | $6,407+63.5% |
| Admin fee / account holder | $800 | $9,721-91.8% | $8,859-91.0% | $12,270-93.5% |