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 | $196,236 | $209,336-6.3% | $197,124-0.5% | $137,256+43.0% |
| Participation rate | 73.3% | 87.3%-14.0pp | 86.7%-13.4pp | 80.0%-6.6pp |
| Annual return | 14.96% | 48.09%-33.1pp | 44.34%-29.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,789 | $6,591-57.7% | $6,227-55.2% | $4,156-32.9% |
| Participant deferral / active EE | $10,595 | $9,614+10.2% | $9,135+16.0% | $6,407+65.4% |
| Admin fee / account holder | $1,721 | $17,308-90.1% | $16,298-89.4% | $12,270-86.0% |