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 4-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 | $175,568 | $209,336-16.1% | $197,124-10.9% | $137,256+27.9% |
| Participation rate | 93.8% | 87.3%+6.4pp | 86.7%+7.0pp | 80.0%+13.8pp |
| Annual return | 17.47% | 48.09%-30.6pp | 44.34%-26.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $10,212 | $6,591+54.9% | $6,227+64.0% | $4,156+145.7% |
| Participant deferral / active EE | $17,197 | $9,614+78.9% | $9,135+88.3% | $6,407+168.4% |
| Admin fee / account holder | $12,041 | $17,308-30.4% | $16,298-26.1% | $12,270-1.9% |