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 | $159,573 | $94,031+69.7% | $115,768+37.8% | $82,448+93.5% |
| Participation rate | 89.8% | 70.4%+19.4pp | 74.4%+15.4pp | 68.1%+21.7pp |
| Annual return | 20.73% | 20.61%+0.1pp | 100.46%-79.7pp | 41.64%-20.9pp |
| Employer contribution / active EE | $2,968 | $2,323+27.7% | $2,940+0.9% | $2,551+16.3% |
| Participant deferral / active EE | $7,643 | $3,972+92.4% | $4,917+55.5% | $4,139+84.7% |
| Admin fee / account holder | $8,653 | $10,249-15.6% | $12,439-30.4% | $7,234+19.6% |