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 | $135,839 | $101,618+33.7% | $93,063+46.0% | $137,256-1.0% |
| Participation rate | 84.6% | 74.9%+9.7pp | 72.1%+12.5pp | 80.0%+4.7pp |
| Annual return | 15.66% | 223.95%-208.3pp | 34.15%-18.5pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,266 | $2,707-16.3% | $2,476-8.5% | $4,156-45.5% |
| Participant deferral / active EE | $9,505 | $4,279+122.1% | $3,958+140.1% | $6,407+48.4% |
| Admin fee / account holder | $21,047 | $6,198+239.6% | $6,033+248.9% | $12,270+71.5% |