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 | $148,729 | $63,904+132.7% | $89,340+66.5% | $67,986+118.8% |
| Participation rate | 89.1% | 54.3%+34.7pp | 69.6%+19.5pp | 57.2%+31.9pp |
| Annual return | 18.11% | 18.09%0pp | 20.57%-2.5pp | 31.67%-13.6pp |
| Employer contribution / active EE | $2,232 | $1,627+37.1% | $2,2310% | $2,019+10.6% |
| Participant deferral / active EE | $3,835 | $2,691+42.5% | $3,823+0.3% | $3,358+14.2% |
| Admin fee / account holder | $5,568 | $3,315+68.0% | $6,704-16.9% | $3,203+73.8% |