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 | $189,465 | $101,763+86.2% | $164,866+14.9% | $80,874+134.3% |
| Participation rate | 86.5% | 71.8%+14.7pp | 78.6%+7.9pp | 67.6%+18.9pp |
| Annual return | 12.02% | 16.73%-4.7pp | 69.97%-58.0pp | 35.62%-23.6pp |
| Employer contribution / active EE | $8,744 | $2,954+196.0% | $4,343+101.3% | $2,756+217.3% |
| Participant deferral / active EE | $14,989 | $4,477+234.8% | $6,033+148.5% | $4,297+248.8% |
| Admin fee / account holder | $7,522 | $8,228-8.6% | $12,689-40.7% | $6,935+8.5% |