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 | $206,293 | $124,425+65.8% | $112,040+84.1% | $137,256+50.3% |
| Participation rate | 85.0% | 79.3%+5.7pp | 76.5%+8.5pp | 80.0%+5.0pp |
| Annual return | 15.87% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,544 | $3,411-25.4% | $2,954-13.9% | $4,156-38.8% |
| Participant deferral / active EE | $6,369 | $5,718+11.4% | $5,098+24.9% | $6,407-0.6% |
| Admin fee / account holder | $56,107 | $15,207+269.0% | $12,098+363.8% | $12,270+357.3% |