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 5-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 | $122,921 | $73,787+66.6% | $98,716+24.5% | $82,448+49.1% |
| Participation rate | 86.5% | 61.4%+25.1pp | 69.3%+17.2pp | 68.1%+18.4pp |
| Annual return | 19.37% | 18.57%+0.8pp | 31.81%-12.4pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,341 | $1,511-11.3% | $2,279-41.1% | $2,551-47.4% |
| Participant deferral / active EE | $4,388 | $3,081+42.4% | $4,048+8.4% | $4,139+6.0% |
| Admin fee / account holder | $15,120 | $6,500+132.6% | $8,703+73.7% | $7,234+109.0% |