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 | $177,970 | $88,672+100.7% | $105,223+69.1% | $82,448+115.9% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.8pp | 68.1%+20.8pp |
| Annual return | 16.80% | 30.86%-14.1pp | 180.65%-163.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $6,115 | $3,048+100.6% | $3,689+65.8% | $2,551+139.7% |
| Participant deferral / active EE | $10,748 | $4,036+166.3% | $5,072+111.9% | $4,139+159.7% |
| Admin fee / account holder | $14,368 | $7,146+101.1% | $8,859+62.2% | $7,234+98.6% |