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 | $205,632 | $76,407+169.1% | $150,298+36.8% | $82,448+149.4% |
| Participation rate | 93.0% | 66.4%+26.6pp | 77.8%+15.3pp | 68.1%+25.0pp |
| Annual return | 15.92% | 39.99%-24.1pp | 62.79%-46.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $4,292 | $2,614+64.2% | $4,154+3.3% | $2,551+68.2% |
| Participant deferral / active EE | $6,987 | $3,214+117.4% | $5,453+28.1% | $4,139+68.8% |
| Admin fee / account holder | $985 | $6,352-84.5% | $14,116-93.0% | $7,234-86.4% |