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 | $186,886 | $77,896+139.9% | $134,172+39.3% | $82,448+126.7% |
| Participation rate | 97.2% | 62.8%+34.4pp | 72.5%+24.8pp | 68.1%+29.2pp |
| Annual return | 17.64% | 18.21%-0.6pp | 25.30%-7.7pp | 41.64%-24.0pp |
| Employer contribution / active EE | $3,333 | $2,159+54.4% | $3,420-2.5% | $2,551+30.7% |
| Participant deferral / active EE | $4,783 | $3,162+51.3% | $4,690+2.0% | $4,139+15.5% |
| Admin fee / account holder | $3,994 | $6,336-37.0% | $12,016-66.8% | $7,234-44.8% |