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 | $156,732 | $106,749+46.8% | $145,433+7.8% | $82,448+90.1% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.1%+15.3pp | 68.1%+29.4pp |
| Annual return | 17.67% | 27.59%-9.9pp | 66.58%-48.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $3,774 | $3,444+9.6% | $4,554-17.1% | $2,551+47.9% |
| Participant deferral / active EE | $9,750 | $6,519+49.6% | $7,897+23.5% | $4,139+135.5% |
| Admin fee / account holder | $2,091 | $8,390-75.1% | $13,129-84.1% | $7,234-71.1% |