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 | $117,244 | $48,277+142.9% | $67,511+73.7% | $80,874+45.0% |
| Participation rate | 95.1% | 66.4%+28.7pp | 72.9%+22.2pp | 67.6%+27.5pp |
| Annual return | 15.72% | 18.27%-2.5pp | 3517.41%-3501.7pp | 35.62%-19.9pp |
| Employer contribution / active EE | $9,951 | $2,021+392.3% | $2,733+264.2% | $2,756+261.1% |
| Participant deferral / active EE | $10,487 | $2,926+258.4% | $4,000+162.1% | $4,297+144.1% |
| Admin fee / account holder | $1,077 | $3,687-70.8% | $3,999-73.1% | $6,935-84.5% |