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 | $122,993 | $94,031+30.8% | $115,768+6.2% | $82,448+49.2% |
| Participation rate | 77.6% | 70.4%+7.2pp | 74.4%+3.2pp | 68.1%+9.5pp |
| Annual return | 18.01% | 20.61%-2.6pp | 100.46%-82.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $6,062 | $2,323+160.9% | $2,940+106.2% | $2,551+137.6% |
| Participant deferral / active EE | $4,872 | $3,972+22.7% | $4,917-0.9% | $4,139+17.7% |
| Admin fee / account holder | $3,964 | $10,249-61.3% | $12,439-68.1% | $7,234-45.2% |