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 | $161,701 | $98,652+63.9% | $142,942+13.1% | $82,448+96.1% |
| Participation rate | 82.4% | 72.8%+9.6pp | 76.8%+5.5pp | 68.1%+14.3pp |
| Annual return | 15.31% | 22.65%-7.3pp | 113.70%-98.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,130 | $3,211-33.7% | $4,139-48.5% | $2,551-16.5% |
| Participant deferral / active EE | $5,946 | $5,580+6.6% | $7,128-16.6% | $4,139+43.7% |
| Admin fee / account holder | $14,304 | $8,078+77.1% | $12,475+14.7% | $7,234+97.7% |