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 | $192,179 | $106,749+80.0% | $145,433+32.1% | $82,448+133.1% |
| Participation rate | 89.3% | 75.6%+13.6pp | 82.1%+7.2pp | 68.1%+21.2pp |
| Annual return | 17.02% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $4,484 | $3,444+30.2% | $4,554-1.6% | $2,551+75.8% |
| Participant deferral / active EE | $17,312 | $6,519+165.6% | $7,897+119.2% | $4,139+318.2% |
| Admin fee / account holder | $5,668 | $8,390-32.4% | $13,129-56.8% | $7,234-21.6% |