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 4-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 | $81,658 | $51,638+58.1% | $68,368+19.4% | $82,448-1.0% |
| Participation rate | 78.9% | 63.6%+15.3pp | 73.8%+5.2pp | 68.1%+10.9pp |
| Annual return | 15.71% | 37.53%-21.8pp | 292.57%-276.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,676 | $2,047+30.8% | $2,649+1.0% | $2,551+4.9% |
| Participant deferral / active EE | $6,456 | $2,914+121.6% | $4,123+56.6% | $4,139+56.0% |
| Admin fee / account holder | $20,536 | $4,643+342.3% | $5,150+298.8% | $7,234+183.9% |