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 | $168,548 | $154,228+9.3% | $145,433+15.9% | $137,256+22.8% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 18.88% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $6,519 | $4,804+35.7% | $4,554+43.1% | $4,156+56.8% |
| Participant deferral / active EE | $10,636 | $8,216+29.5% | $7,897+34.7% | $6,407+66.0% |
| Admin fee / account holder | $47,558 | $14,344+231.6% | $13,129+262.2% | $12,270+287.6% |