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 | $146,706 | $94,031+56.0% | $115,768+26.7% | $82,448+77.9% |
| Participation rate | 91.7% | 70.4%+21.2pp | 74.4%+17.3pp | 68.1%+23.6pp |
| Annual return | 17.72% | 20.61%-2.9pp | 100.46%-82.7pp | 41.64%-23.9pp |
| Employer contribution / active EE | $4,344 | $2,323+87.0% | $2,940+47.8% | $2,551+70.3% |
| Participant deferral / active EE | $6,545 | $3,972+64.8% | $4,917+33.1% | $4,139+58.1% |
| Admin fee / account holder | $11,472 | $10,249+11.9% | $12,439-7.8% | $7,234+58.6% |