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 | $129,762 | $106,749+21.6% | $145,433-10.8% | $82,448+57.4% |
| Participation rate | 98.5% | 75.6%+22.8pp | 82.1%+16.4pp | 68.1%+30.4pp |
| Annual return | 18.68% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $6,644 | $3,444+92.9% | $4,554+45.9% | $2,551+160.4% |
| Participant deferral / active EE | $15,359 | $6,519+135.6% | $7,897+94.5% | $4,139+271.0% |
| Admin fee / account holder | $2,769 | $8,390-67.0% | $13,129-78.9% | $7,234-61.7% |