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 | $187,037 | $146,267+27.9% | $197,124-5.1% | $82,448+126.9% |
| Participation rate | 78.0% | 84.0%-6.0pp | 86.7%-8.7pp | 68.1%+10.0pp |
| Annual return | 21.95% | 29.61%-7.7pp | 44.34%-22.4pp | 41.64%-19.7pp |
| Employer contribution / active EE | $8,547 | $4,723+81.0% | $6,227+37.2% | $2,551+235.0% |
| Participant deferral / active EE | $14,049 | $7,035+99.7% | $9,135+53.8% | $4,139+239.4% |
| Admin fee / account holder | $7,960 | $14,422-44.8% | $16,298-51.2% | $7,234+10.0% |