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 | $168,448 | $106,749+57.8% | $145,433+15.8% | $82,448+104.3% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 17.93% | 27.59%-9.7pp | 66.58%-48.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $4,784 | $3,444+38.9% | $4,554+5.0% | $2,551+87.5% |
| Participant deferral / active EE | $7,991 | $6,519+22.6% | $7,897+1.2% | $4,139+93.1% |
| Admin fee / account holder | $2,762 | $8,390-67.1% | $13,129-79.0% | $7,234-61.8% |