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 8-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 | $135,856 | $102,382+32.7% | $147,005-7.6% | $80,874+68.0% |
| Participation rate | 80.6% | 75.8%+4.7pp | 82.2%-1.6pp | 67.6%+12.9pp |
| Annual return | 18.61% | 134.89%-116.3pp | 418.76%-400.2pp | 35.62%-17.0pp |
| Employer contribution / active EE | $5,858 | $3,715+57.7% | $4,934+18.7% | $2,756+112.6% |
| Participant deferral / active EE | $19,068 | $6,646+186.9% | $8,070+136.3% | $4,297+343.8% |
| Admin fee / account holder | $16,012 | $7,942+101.6% | $13,006+23.1% | $6,935+130.9% |