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 | $137,787 | $77,164+78.6% | $178,014-22.6% | $80,874+70.4% |
| Participation rate | 84.5% | 65.7%+18.8pp | 77.1%+7.4pp | 67.6%+16.9pp |
| Annual return | 13.80% | 18.09%-4.3pp | 294.80%-281.0pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,540 | $2,288-32.7% | $3,950-61.0% | $2,756-44.1% |
| Participant deferral / active EE | $8,943 | $4,408+102.9% | $6,276+42.5% | $4,297+108.1% |
| Admin fee / account holder | $9,384 | $7,164+31.0% | $10,362-9.4% | $6,935+35.3% |