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 | $111,114 | $57,057+94.7% | $85,009+30.7% | $80,874+37.4% |
| Participation rate | 72.6% | 56.4%+16.2pp | 67.5%+5.1pp | 67.6%+4.9pp |
| Annual return | 11.20% | 21.66%-10.5pp | 66.47%-55.3pp | 35.62%-24.4pp |
| Employer contribution / active EE | $2,060 | $1,799+14.6% | $2,728-24.5% | $2,756-25.2% |
| Participant deferral / active EE | $4,359 | $3,112+40.1% | $4,522-3.6% | $4,297+1.5% |
| Admin fee / account holder | $1,072 | $4,986-78.5% | $6,153-82.6% | $6,935-84.5% |