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 | $207,601 | $108,825+90.8% | $156,181+32.9% | $82,448+151.8% |
| Participation rate | 73.3% | 72.4%+1.0pp | 78.8%-5.5pp | 68.1%+5.3pp |
| Annual return | 13.24% | 20.59%-7.4pp | 64.87%-51.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,139 | $2,870-25.5% | $4,294-50.2% | $2,551-16.1% |
| Participant deferral / active EE | $4,456 | $4,577-2.7% | $6,132-27.3% | $4,139+7.6% |
| Admin fee / account holder | $14,156 | $9,341+51.5% | $14,586-3.0% | $7,234+95.7% |