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 6-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 | $188,720 | $106,749+76.8% | $145,433+29.8% | $82,448+128.9% |
| Participation rate | 74.3% | 75.6%-1.4pp | 82.1%-7.8pp | 68.1%+6.2pp |
| Annual return | 16.75% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,015 | $3,444-41.5% | $4,554-55.8% | $2,551-21.0% |
| Participant deferral / active EE | $8,510 | $6,519+30.6% | $7,897+7.8% | $4,139+105.6% |
| Admin fee / account holder | $15,888 | $8,390+89.4% | $13,129+21.0% | $7,234+119.6% |