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 | $82,542 | $51,638+59.8% | $68,368+20.7% | $82,448+0.1% |
| Participation rate | 74.6% | 63.6%+11.0pp | 73.8%+0.9pp | 68.1%+6.6pp |
| Annual return | 17.81% | 37.53%-19.7pp | 292.57%-274.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,262 | $2,047+10.5% | $2,649-14.6% | $2,551-11.3% |
| Participant deferral / active EE | $3,865 | $2,914+32.7% | $4,123-6.2% | $4,139-6.6% |
| Admin fee / account holder | $4,648 | $4,643+0.1% | $5,150-9.7% | $7,234-35.8% |