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 | $183,090 | $112,729+62.4% | $98,716+85.5% | $137,256+33.4% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.3%+23.0pp | 80.0%+12.3pp |
| Annual return | 10.75% | 38.48%-27.7pp | 31.81%-21.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $3,278 | $2,725+20.3% | $2,279+43.8% | $4,156-21.1% |
| Participant deferral / active EE | $3,733 | $4,640-19.6% | $4,048-7.8% | $6,407-41.7% |
| Admin fee / account holder | $5,254 | $10,129-48.1% | $8,703-39.6% | $12,270-57.2% |