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 | $144,035 | $94,031+53.2% | $115,768+24.4% | $82,448+74.7% |
| Participation rate | 96.9% | 70.4%+26.5pp | 74.4%+22.5pp | 68.1%+28.9pp |
| Annual return | 17.49% | 20.61%-3.1pp | 100.46%-83.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $4,998 | $2,323+115.1% | $2,940+70.0% | $2,551+95.9% |
| Participant deferral / active EE | $5,922 | $3,972+49.1% | $4,917+20.4% | $4,139+43.1% |
| Admin fee / account holder | $4,943 | $10,249-51.8% | $12,439-60.3% | $7,234-31.7% |