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 | $118,141 | $87,037+35.7% | $106,201+11.2% | $80,874+46.1% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.3%+4.7pp | 67.6%+12.4pp |
| Annual return | 19.01% | 17.05%+2.0pp | 116.26%-97.2pp | 35.62%-16.6pp |
| Employer contribution / active EE | $3,414 | $2,396+42.5% | $3,170+7.7% | $2,756+23.9% |
| Participant deferral / active EE | $8,094 | $3,986+103.1% | $5,012+61.5% | $4,297+88.4% |
| Admin fee / account holder | $9,122 | $8,434+8.2% | $11,039-17.4% | $6,935+31.5% |