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 | $194,827 | $76,407+155.0% | $150,298+29.6% | $82,448+136.3% |
| Participation rate | 87.5% | 66.4%+21.1pp | 77.8%+9.7pp | 68.1%+19.4pp |
| Annual return | 15.09% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $587 | $2,614-77.6% | $4,154-85.9% | $2,551-77.0% |
| Participant deferral / active EE | $6,078 | $3,214+89.1% | $5,453+11.5% | $4,139+46.8% |
| Admin fee / account holder | $665 | $6,352-89.5% | $14,116-95.3% | $7,234-90.8% |