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 10-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 | $121,135 | $106,749+13.5% | $145,433-16.7% | $82,448+46.9% |
| Participation rate | 86.3% | 75.6%+10.7pp | 82.1%+4.2pp | 68.1%+18.2pp |
| Annual return | 19.05% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $6,877 | $3,444+99.6% | $4,554+51.0% | $2,551+169.6% |
| Participant deferral / active EE | $10,053 | $6,519+54.2% | $7,897+27.3% | $4,139+142.9% |
| Admin fee / account holder | $2,421 | $8,390-71.1% | $13,129-81.6% | $7,234-66.5% |