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 | $35,894 | $106,749-66.4% | $145,433-75.3% | $82,448-56.5% |
| Participation rate | 97.9% | 75.6%+22.3pp | 82.1%+15.8pp | 68.1%+29.8pp |
| Annual return | 42.52% | 27.59%+14.9pp | 66.58%-24.1pp | 41.64%+0.9pp |
| Employer contribution / active EE | $4,825 | $3,444+40.1% | $4,554+5.9% | $2,551+89.2% |
| Participant deferral / active EE | $10,721 | $6,519+64.5% | $7,897+35.8% | $4,139+159.0% |
| Admin fee / account holder | $9,716 | $8,390+15.8% | $13,129-26.0% | $7,234+34.3% |