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 | $224,934 | $154,228+45.8% | $145,433+54.7% | $137,256+63.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 20.64% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,071 | $4,804-56.9% | $4,554-54.5% | $4,156-50.2% |
| Participant deferral / active EE | $9,341 | $8,216+13.7% | $7,897+18.3% | $6,407+45.8% |
| Admin fee / account holder | $3,554 | $14,344-75.2% | $13,129-72.9% | $12,270-71.0% |