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 | $139,189 | $94,031+48.0% | $115,768+20.2% | $82,448+68.8% |
| Participation rate | 98.5% | 70.4%+28.0pp | 74.4%+24.1pp | 68.1%+30.4pp |
| Annual return | 17.25% | 20.61%-3.4pp | 100.46%-83.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,457 | $2,323+5.7% | $2,940-16.4% | $2,551-3.7% |
| Participant deferral / active EE | $8,904 | $3,972+124.2% | $4,917+81.1% | $4,139+115.1% |
| Admin fee / account holder | $3,018 | $10,249-70.6% | $12,439-75.7% | $7,234-58.3% |