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 | $168,512 | $102,382+64.6% | $147,005+14.6% | $80,874+108.4% |
| Participation rate | 75.3% | 75.8%-0.5pp | 82.2%-6.9pp | 67.6%+7.7pp |
| Annual return | 16.41% | 134.89%-118.5pp | 418.76%-402.4pp | 35.62%-19.2pp |
| Employer contribution / active EE | $4,687 | $3,715+26.2% | $4,934-5.0% | $2,756+70.1% |
| Participant deferral / active EE | $9,574 | $6,646+44.1% | $8,070+18.6% | $4,297+122.8% |
| Admin fee / account holder | $15,204 | $7,942+91.4% | $13,006+16.9% | $6,935+119.2% |