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 | $129,274 | $94,031+37.5% | $115,768+11.7% | $82,448+56.8% |
| Participation rate | 83.7% | 70.4%+13.3pp | 74.4%+9.3pp | 68.1%+15.6pp |
| Annual return | 14.00% | 20.61%-6.6pp | 100.46%-86.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,347 | $2,323-42.0% | $2,940-54.2% | $2,551-47.2% |
| Participant deferral / active EE | $2,968 | $3,972-25.3% | $4,917-39.6% | $4,139-28.3% |
| Admin fee / account holder | $8,693 | $10,249-15.2% | $12,439-30.1% | $7,234+20.2% |