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 | $114,816 | $88,672+29.5% | $105,223+9.1% | $82,448+39.3% |
| Participation rate | 90.3% | 67.9%+22.4pp | 75.0%+15.2pp | 68.1%+22.2pp |
| Annual return | 17.45% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $3,792 | $3,048+24.4% | $3,689+2.8% | $2,551+48.6% |
| Participant deferral / active EE | $7,548 | $4,036+87.0% | $5,072+48.8% | $4,139+82.3% |
| Admin fee / account holder | $5,571 | $7,146-22.0% | $8,859-37.1% | $7,234-23.0% |