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 5-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 | $143,345 | $58,234+146.2% | $81,783+75.3% | $80,874+77.2% |
| Participation rate | 73.1% | 63.4%+9.6pp | 72.4%+0.7pp | 67.6%+5.4pp |
| Annual return | 11.07% | 41.70%-30.6pp | 775.05%-764.0pp | 35.62%-24.6pp |
| Employer contribution / active EE | $409 | $2,341-82.5% | $2,913-86.0% | $2,756-85.2% |
| Participant deferral / active EE | $4,737 | $3,283+44.3% | $4,320+9.6% | $4,297+10.2% |
| Admin fee / account holder | $2,825 | $4,982-43.3% | $7,380-61.7% | $6,935-59.3% |