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 | $158,061 | $77,896+102.9% | $134,172+17.8% | $82,448+91.7% |
| Participation rate | 81.4% | 62.8%+18.6pp | 72.5%+9.0pp | 68.1%+13.4pp |
| Annual return | 13.94% | 18.21%-4.3pp | 25.30%-11.4pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,868 | $2,159+32.8% | $3,420-16.1% | $2,551+12.4% |
| Participant deferral / active EE | $5,550 | $3,162+75.5% | $4,690+18.3% | $4,139+34.1% |
| Admin fee / account holder | $4,777 | $6,336-24.6% | $12,016-60.2% | $7,234-34.0% |