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 | $141,402 | $102,382+38.1% | $147,005-3.8% | $80,874+74.8% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.2%+0.3pp | 67.6%+14.9pp |
| Annual return | 13.65% | 134.89%-121.2pp | 418.76%-405.1pp | 35.62%-22.0pp |
| Employer contribution / active EE | $4,923 | $3,715+32.5% | $4,934-0.2% | $2,756+78.7% |
| Participant deferral / active EE | $10,966 | $6,646+65.0% | $8,070+35.9% | $4,297+155.2% |
| Admin fee / account holder | $4,976 | $7,942-37.3% | $13,006-61.7% | $6,935-28.3% |