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 9-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 | $93,540 | $56,060+66.9% | $76,002+23.1% | $80,874+15.7% |
| Participation rate | 87.8% | 62.0%+25.8pp | 69.1%+18.7pp | 67.6%+20.2pp |
| Annual return | 13.14% | 20.54%-7.4pp | 360.07%-346.9pp | 35.62%-22.5pp |
| Employer contribution / active EE | $2,232 | $1,873+19.1% | $2,688-17.0% | $2,756-19.0% |
| Participant deferral / active EE | $5,035 | $3,051+65.0% | $4,257+18.3% | $4,297+17.2% |
| Admin fee / account holder | $6,291 | $5,237+20.1% | $6,414-1.9% | $6,935-9.3% |