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 | $232,122 | $154,228+50.5% | $145,433+59.6% | $137,256+69.1% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 13.83% | 74.59%-60.8pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,330 | $4,804-51.5% | $4,554-48.9% | $4,156-43.9% |
| Participant deferral / active EE | $3,234 | $8,216-60.6% | $7,897-59.1% | $6,407-49.5% |
| Admin fee / account holder | $4,567 | $14,344-68.2% | $13,129-65.2% | $12,270-62.8% |