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 7-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 | $179,379 | $154,228+16.3% | $145,433+23.3% | $137,256+30.7% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 18.31% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $13,375 | $4,804+178.4% | $4,554+193.7% | $4,156+221.8% |
| Participant deferral / active EE | $10,967 | $8,216+33.5% | $7,897+38.9% | $6,407+71.2% |
| Admin fee / account holder | $27,067 | $14,344+88.7% | $13,129+106.2% | $12,270+120.6% |