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 | $158,057 | $111,814+41.4% | $103,374+52.9% | $145,959+8.3% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.5%+16.8pp | 80.3%+11.0pp |
| Annual return | 13.44% | 24.77%-11.3pp | 24.89%-11.4pp | 561.95%-548.5pp |
| Employer contribution / active EE | $6,788 | $4,214+61.1% | $3,869+75.4% | $4,661+45.6% |
| Participant deferral / active EE | $7,221 | $5,618+28.5% | $5,058+42.8% | $6,689+8.0% |
| Admin fee / account holder | $1,544 | $9,754-84.2% | $8,394-81.6% | $13,398-88.5% |