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 | $204,501 | $94,031+117.5% | $115,768+76.6% | $82,448+148.0% |
| Participation rate | 79.5% | 70.4%+9.0pp | 74.4%+5.1pp | 68.1%+11.4pp |
| Annual return | 19.97% | 20.61%-0.6pp | 100.46%-80.5pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,910 | $2,323-17.8% | $2,940-35.0% | $2,551-25.1% |
| Participant deferral / active EE | $3,418 | $3,972-13.9% | $4,917-30.5% | $4,139-17.4% |
| Admin fee / account holder | $2,484 | $10,249-75.8% | $12,439-80.0% | $7,234-65.7% |