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 | $163,789 | $108,825+50.5% | $156,181+4.9% | $82,448+98.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 13.52% | 20.59%-7.1pp | 64.87%-51.4pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,978 | $2,870-31.1% | $4,294-53.9% | $2,551-22.5% |
| Participant deferral / active EE | $3,981 | $4,577-13.0% | $6,132-35.1% | $4,139-3.8% |
| Admin fee / account holder | $2,411 | $9,341-74.2% | $14,586-83.5% | $7,234-66.7% |