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 | $228,021 | $124,425+83.3% | $112,040+103.5% | $137,256+66.1% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 14.49% | 24.72%-10.2pp | 24.52%-10.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,451 | $3,411-28.2% | $2,954-17.0% | $4,156-41.0% |
| Participant deferral / active EE | $6,071 | $5,718+6.2% | $5,098+19.1% | $6,407-5.2% |
| Admin fee / account holder | $1,351 | $15,207-91.1% | $12,098-88.8% | $12,270-89.0% |