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 | $200,122 | $95,453+109.7% | $112,040+78.6% | $82,448+142.7% |
| Participation rate | 82.9% | 72.8%+10.2pp | 76.5%+6.4pp | 68.1%+14.9pp |
| Annual return | 12.73% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,430 | $2,318+4.8% | $2,954-17.8% | $2,551-4.8% |
| Participant deferral / active EE | $7,992 | $4,224+89.2% | $5,098+56.8% | $4,139+93.1% |
| Admin fee / account holder | $46,594 | $9,013+416.9% | $12,098+285.1% | $7,234+544.1% |