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 | $146,580 | $99,633+47.1% | $183,328-20.0% | $82,448+77.8% |
| Participation rate | 96.2% | 70.8%+25.4pp | 77.3%+18.8pp | 68.1%+28.1pp |
| Annual return | 14.36% | 17.84%-3.5pp | 29.67%-15.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $4,698 | $3,256+44.3% | $5,055-7.1% | $2,551+84.2% |
| Participant deferral / active EE | $9,089 | $4,938+84.1% | $6,795+33.8% | $4,139+119.6% |
| Admin fee / account holder | $1,343 | $9,934-86.5% | $21,427-93.7% | $7,234-81.4% |