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 | $140,247 | $102,382+37.0% | $147,005-4.6% | $80,874+73.4% |
| Participation rate | 95.6% | 75.8%+19.7pp | 82.2%+13.4pp | 67.6%+27.9pp |
| Annual return | 14.65% | 134.89%-120.2pp | 418.76%-404.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $2,102 | $3,715-43.4% | $4,934-57.4% | $2,756-23.7% |
| Participant deferral / active EE | $10,879 | $6,646+63.7% | $8,070+34.8% | $4,297+153.2% |
| Admin fee / account holder | $3,614 | $7,942-54.5% | $13,006-72.2% | $6,935-47.9% |