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 | $150,680 | $78,520+91.9% | $96,576+56.0% | $82,448+82.8% |
| Participation rate | 80.0% | 77.7%+2.3pp | 81.4%-1.4pp | 68.1%+11.9pp |
| Annual return | 15.46% | 41.30%-25.8pp | 38.47%-23.0pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,719 | $2,630-34.6% | $3,553-51.6% | $2,551-32.6% |
| Participant deferral / active EE | $5,754 | $6,754-14.8% | $7,956-27.7% | $4,139+39.0% |
| Admin fee / account holder | $6,513 | $13,455-51.6% | $11,381-42.8% | $7,234-10.0% |