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 | $192,921 | $102,382+88.4% | $147,005+31.2% | $80,874+138.5% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 12.42% | 134.89%-122.5pp | 418.76%-406.3pp | 35.62%-23.2pp |
| Employer contribution / active EE | $2,427 | $3,715-34.7% | $4,934-50.8% | $2,756-11.9% |
| Participant deferral / active EE | $8,019 | $6,646+20.7% | $8,070-0.6% | $4,297+86.6% |
| Admin fee / account holder | $17,439 | $7,942+119.6% | $13,006+34.1% | $6,935+151.5% |