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 | $153,528 | $88,360+73.8% | $145,433+5.6% | $67,986+125.8% |
| Participation rate | 93.5% | 65.5%+28.0pp | 82.1%+11.3pp | 57.2%+36.3pp |
| Annual return | 17.31% | 63.15%-45.8pp | 66.58%-49.3pp | 31.67%-14.4pp |
| Employer contribution / active EE | $4,291 | $3,054+40.5% | $4,554-5.8% | $2,019+112.6% |
| Participant deferral / active EE | $10,096 | $5,932+70.2% | $7,897+27.8% | $3,358+200.6% |
| Admin fee / account holder | $11,719 | $3,313+253.7% | $13,129-10.7% | $3,203+265.8% |