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 | $138,455 | $111,535+24.1% | $105,223+31.6% | $137,256+0.9% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 14.84% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,179 | $3,939-44.7% | $3,689-40.9% | $4,156-47.6% |
| Participant deferral / active EE | $4,766 | $5,500-13.3% | $5,072-6.0% | $6,407-25.6% |
| Admin fee / account holder | $6,655 | $9,721-31.5% | $8,859-24.9% | $12,270-45.8% |