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 | $140,239 | $108,825+28.9% | $156,181-10.2% | $82,448+70.1% |
| Participation rate | 86.0% | 72.4%+13.7pp | 78.8%+7.2pp | 68.1%+18.0pp |
| Annual return | 13.07% | 20.59%-7.5pp | 64.87%-51.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $6,570 | $2,870+128.9% | $4,294+53.0% | $2,551+157.5% |
| Participant deferral / active EE | $3,356 | $4,577-26.7% | $6,132-45.3% | $4,139-18.9% |
| Admin fee / account holder | $1,666 | $9,341-82.2% | $14,586-88.6% | $7,234-77.0% |