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 4-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 | $133,514 | $94,031+42.0% | $115,768+15.3% | $82,448+61.9% |
| Participation rate | 82.9% | 70.4%+12.4pp | 74.4%+8.5pp | 68.1%+14.8pp |
| Annual return | 12.84% | 20.61%-7.8pp | 100.46%-87.6pp | 41.64%-28.8pp |
| Employer contribution / active EE | $6,055 | $2,323+160.6% | $2,940+106.0% | $2,551+137.3% |
| Participant deferral / active EE | $9,592 | $3,972+141.5% | $4,917+95.1% | $4,139+131.7% |
| Admin fee / account holder | $33,691 | $10,249+228.7% | $12,439+170.8% | $7,234+365.7% |