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 | $224,253 | $88,672+152.9% | $105,223+113.1% | $82,448+172.0% |
| Participation rate | 72.0% | 67.9%+4.1pp | 75.0%-3.0pp | 68.1%+3.9pp |
| Annual return | 13.94% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,057 | $3,048-32.5% | $3,689-44.2% | $2,551-19.4% |
| Participant deferral / active EE | $5,201 | $4,036+28.9% | $5,072+2.5% | $4,139+25.6% |
| Admin fee / account holder | $7,414 | $7,146+3.7% | $8,859-16.3% | $7,234+2.5% |