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 | $209,147 | $124,425+68.1% | $112,040+86.7% | $137,256+52.4% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.5%+0.4pp | 80.0%-3.0pp |
| Annual return | 15.35% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,397 | $3,411-0.4% | $2,954+15.0% | $4,156-18.3% |
| Participant deferral / active EE | $5,652 | $5,718-1.2% | $5,098+10.9% | $6,407-11.8% |
| Admin fee / account holder | $3,479 | $15,207-77.1% | $12,098-71.2% | $12,270-71.6% |