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 | $145,700 | $124,425+17.1% | $112,040+30.0% | $137,256+6.2% |
| Participation rate | 89.5% | 79.3%+10.2pp | 76.5%+13.0pp | 80.0%+9.5pp |
| Annual return | 11.65% | 24.72%-13.1pp | 24.52%-12.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,816 | $3,411-46.8% | $2,954-38.5% | $4,156-56.3% |
| Participant deferral / active EE | $5,019 | $5,718-12.2% | $5,098-1.5% | $6,407-21.7% |
| Admin fee / account holder | $24,405 | $15,207+60.5% | $12,098+101.7% | $12,270+98.9% |