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 | $130,019 | $108,825+19.5% | $156,181-16.8% | $82,448+57.7% |
| Participation rate | 82.7% | 72.4%+10.3pp | 78.8%+3.9pp | 68.1%+14.6pp |
| Annual return | 16.04% | 20.59%-4.5pp | 64.87%-48.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,986 | $2,870-30.8% | $4,294-53.7% | $2,551-22.1% |
| Participant deferral / active EE | $8,927 | $4,577+95.0% | $6,132+45.6% | $4,139+115.7% |
| Admin fee / account holder | $5,604 | $9,341-40.0% | $14,586-61.6% | $7,234-22.5% |