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 | $115,146 | $73,787+56.1% | $98,716+16.6% | $82,448+39.7% |
| Participation rate | 84.6% | 61.4%+23.2pp | 69.3%+15.3pp | 68.1%+16.5pp |
| Annual return | 12.70% | 18.57%-5.9pp | 31.81%-19.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $5,603 | $1,511+270.7% | $2,279+145.9% | $2,551+119.6% |
| Participant deferral / active EE | $2,783 | $3,081-9.7% | $4,048-31.2% | $4,139-32.8% |
| Admin fee / account holder | $8,873 | $6,500+36.5% | $8,703+2.0% | $7,234+22.6% |