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 | $151,965 | $102,382+48.4% | $147,005+3.4% | $80,874+87.9% |
| Participation rate | 87.2% | 75.8%+11.3pp | 82.2%+5.0pp | 67.6%+19.5pp |
| Annual return | 13.33% | 134.89%-121.6pp | 418.76%-405.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $3,385 | $3,715-8.9% | $4,934-31.4% | $2,756+22.8% |
| Participant deferral / active EE | $7,009 | $6,646+5.5% | $8,070-13.1% | $4,297+63.1% |
| Admin fee / account holder | $2,669 | $7,942-66.4% | $13,006-79.5% | $6,935-61.5% |