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 | $119,344 | $73,787+61.7% | $98,716+20.9% | $82,448+44.8% |
| Participation rate | 79.5% | 61.4%+18.0pp | 69.3%+10.2pp | 68.1%+11.4pp |
| Annual return | 21.46% | 18.57%+2.9pp | 31.81%-10.3pp | 41.64%-20.2pp |
| Employer contribution / active EE | $2,779 | $1,511+83.9% | $2,279+22.0% | $2,551+8.9% |
| Participant deferral / active EE | $13,818 | $3,081+348.4% | $4,048+241.4% | $4,139+233.8% |
| Admin fee / account holder | $16,103 | $6,500+147.7% | $8,703+85.0% | $7,234+122.6% |