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 | $127,357 | $73,787+72.6% | $98,716+29.0% | $82,448+54.5% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.3%+10.7pp | 68.1%+11.9pp |
| Annual return | 12.97% | 18.57%-5.6pp | 31.81%-18.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,115 | $1,511-26.2% | $2,279-51.1% | $2,551-56.3% |
| Participant deferral / active EE | $4,267 | $3,081+38.5% | $4,048+5.4% | $4,139+3.1% |
| Admin fee / account holder | $5,010 | $6,500-22.9% | $8,703-42.4% | $7,234-30.8% |