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 | $145,056 | $88,360+64.2% | $145,433-0.3% | $67,986+113.4% |
| Participation rate | 97.4% | 65.5%+31.9pp | 82.1%+15.3pp | 57.2%+40.2pp |
| Annual return | 33.78% | 63.15%-29.4pp | 66.58%-32.8pp | 31.67%+2.1pp |
| Employer contribution / active EE | $11,853 | $3,054+288.1% | $4,554+160.3% | $2,019+487.2% |
| Participant deferral / active EE | $13,682 | $5,932+130.6% | $7,897+73.2% | $3,358+307.4% |
| Admin fee / account holder | $9,081 | $3,313+174.1% | $13,129-30.8% | $3,203+183.5% |