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 | $79,404 | $88,672-10.5% | $105,223-24.5% | $82,448-3.7% |
| Participation rate | 90.7% | 67.9%+22.8pp | 75.0%+15.7pp | 68.1%+22.6pp |
| Annual return | 17.54% | 30.86%-13.3pp | 180.65%-163.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $9,434 | $3,048+209.5% | $3,689+155.8% | $2,551+269.8% |
| Participant deferral / active EE | $7,715 | $4,036+91.2% | $5,072+52.1% | $4,139+86.4% |
| Admin fee / account holder | $11,120 | $7,146+55.6% | $8,859+25.5% | $7,234+53.7% |