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 | $189,970 | $146,267+29.9% | $197,124-3.6% | $82,448+130.4% |
| Participation rate | 95.7% | 84.0%+11.6pp | 86.7%+8.9pp | 68.1%+27.6pp |
| Annual return | 13.30% | 29.61%-16.3pp | 44.34%-31.0pp | 41.64%-28.3pp |
| Employer contribution / active EE | $3,180 | $4,723-32.7% | $6,227-48.9% | $2,551+24.6% |
| Participant deferral / active EE | $4,335 | $7,035-38.4% | $9,135-52.5% | $4,139+4.7% |
| Admin fee / account holder | $23,883 | $14,422+65.6% | $16,298+46.5% | $7,234+230.1% |