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 | $203,147 | $209,336-3.0% | $197,124+3.1% | $137,256+48.0% |
| Participation rate | 76.2% | 87.3%-11.1pp | 86.7%-10.5pp | 80.0%-3.8pp |
| Annual return | 14.82% | 48.09%-33.3pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,913 | $6,591-55.8% | $6,227-53.2% | $4,156-29.9% |
| Participant deferral / active EE | $6,677 | $9,614-30.6% | $9,135-26.9% | $6,407+4.2% |
| Admin fee / account holder | $42,136 | $17,308+143.5% | $16,298+158.5% | $12,270+243.4% |