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 | $172,030 | $90,397+90.3% | $76,002+126.3% | $145,959+17.9% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.1%+15.5pp | 80.3%+4.3pp |
| Annual return | 17.07% | 621.97%-604.9pp | 360.07%-343.0pp | 561.95%-544.9pp |
| Employer contribution / active EE | $3,818 | $3,317+15.1% | $2,688+42.0% | $4,661-18.1% |
| Participant deferral / active EE | $6,685 | $5,163+29.5% | $4,257+57.1% | $6,689-0.1% |
| Admin fee / account holder | $3,523 | $8,369-57.9% | $6,414-45.1% | $13,398-73.7% |