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 | $175,573 | $111,535+57.4% | $105,223+66.9% | $137,256+27.9% |
| Participation rate | 73.7% | 78.1%-4.4pp | 75.0%-1.4pp | 80.0%-6.3pp |
| Annual return | 14.08% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $4,243 | $3,939+7.7% | $3,689+15.0% | $4,156+2.1% |
| Participant deferral / active EE | $8,257 | $5,500+50.1% | $5,072+62.8% | $6,407+28.9% |
| Admin fee / account holder | $9,210 | $9,721-5.3% | $8,859+4.0% | $12,270-24.9% |