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 | $161,205 | $78,520+105.3% | $96,576+66.9% | $82,448+95.5% |
| Participation rate | 81.5% | 77.7%+3.8pp | 81.4%0pp | 68.1%+13.4pp |
| Annual return | 15.40% | 41.30%-25.9pp | 38.47%-23.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $4,000 | $2,630+52.1% | $3,553+12.6% | $2,551+56.8% |
| Participant deferral / active EE | $10,254 | $6,754+51.8% | $7,956+28.9% | $4,139+147.7% |
| Admin fee / account holder | $48,289 | $13,455+258.9% | $11,381+324.3% | $7,234+567.5% |