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 | $128,281 | $106,749+20.2% | $145,433-11.8% | $82,448+55.6% |
| Participation rate | 82.6% | 75.6%+7.0pp | 82.1%+0.5pp | 68.1%+14.5pp |
| Annual return | 18.23% | 27.59%-9.4pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $4,946 | $3,444+43.6% | $4,554+8.6% | $2,551+93.9% |
| Participant deferral / active EE | $11,283 | $6,519+73.1% | $7,897+42.9% | $4,139+172.6% |
| Admin fee / account holder | $9,553 | $8,390+13.9% | $13,129-27.2% | $7,234+32.0% |