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 | $154,262 | $99,921+54.4% | $85,009+81.5% | $145,959+5.7% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 14.70% | 83.89%-69.2pp | 66.47%-51.8pp | 561.95%-547.2pp |
| Employer contribution / active EE | $5,050 | $3,233+56.2% | $2,728+85.1% | $4,661+8.4% |
| Participant deferral / active EE | $7,291 | $5,293+37.7% | $4,522+61.2% | $6,689+9.0% |
| Admin fee / account holder | $876 | $7,252-87.9% | $6,153-85.8% | $13,398-93.5% |