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 | $199,825 | $106,749+87.2% | $145,433+37.4% | $82,448+142.4% |
| Participation rate | 96.9% | 75.6%+21.2pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 14.56% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,104 | $3,444-38.9% | $4,554-53.8% | $2,551-17.5% |
| Participant deferral / active EE | $8,702 | $6,519+33.5% | $7,897+10.2% | $4,139+110.2% |
| Admin fee / account holder | $23,255 | $8,390+177.2% | $13,129+77.1% | $7,234+221.5% |