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 | $146,328 | $94,031+55.6% | $115,768+26.4% | $82,448+77.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 20.87% | 20.61%+0.3pp | 100.46%-79.6pp | 41.64%-20.8pp |
| Employer contribution / active EE | $4,029 | $2,323+73.4% | $2,940+37.1% | $2,551+57.9% |
| Participant deferral / active EE | $8,265 | $3,972+108.1% | $4,917+68.1% | $4,139+99.7% |
| Admin fee / account holder | $1,625 | $10,249-84.1% | $12,439-86.9% | $7,234-77.5% |