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 | $192,818 | $106,749+80.6% | $145,433+32.6% | $82,448+133.9% |
| Participation rate | 96.6% | 75.6%+20.9pp | 82.1%+14.4pp | 68.1%+28.5pp |
| Annual return | 14.75% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,268 | $3,444-5.1% | $4,554-28.2% | $2,551+28.1% |
| Participant deferral / active EE | $8,202 | $6,519+25.8% | $7,897+3.9% | $4,139+98.2% |
| Admin fee / account holder | $36,600 | $8,390+336.2% | $13,129+178.8% | $7,234+405.9% |