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 | $204,308 | $111,814+82.7% | $103,374+97.6% | $145,959+40.0% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 13.32% | 24.77%-11.5pp | 24.89%-11.6pp | 561.95%-548.6pp |
| Employer contribution / active EE | $5,127 | $4,214+21.7% | $3,869+32.5% | $4,661+10.0% |
| Participant deferral / active EE | $9,586 | $5,618+70.6% | $5,058+89.5% | $6,689+43.3% |
| Admin fee / account holder | $323 | $9,754-96.7% | $8,394-96.2% | $13,398-97.6% |