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 8-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 | $127,074 | $88,672+43.3% | $105,223+20.8% | $82,448+54.1% |
| Participation rate | 96.4% | 67.9%+28.5pp | 75.0%+21.4pp | 68.1%+28.4pp |
| Annual return | 22.26% | 30.86%-8.6pp | 180.65%-158.4pp | 41.64%-19.4pp |
| Employer contribution / active EE | $4,617 | $3,048+51.5% | $3,689+25.2% | $2,551+81.0% |
| Participant deferral / active EE | $11,273 | $4,036+179.3% | $5,072+122.3% | $4,139+172.3% |
| Admin fee / account holder | $6,280 | $7,146-12.1% | $8,859-29.1% | $7,234-13.2% |