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 | $166,124 | $106,749+55.6% | $145,433+14.2% | $82,448+101.5% |
| Participation rate | 97.8% | 75.6%+22.1pp | 82.1%+15.7pp | 68.1%+29.7pp |
| Annual return | 15.74% | 27.59%-11.9pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,526 | $3,444-26.7% | $4,554-44.5% | $2,551-1.0% |
| Participant deferral / active EE | $10,826 | $6,519+66.1% | $7,897+37.1% | $4,139+161.5% |
| Admin fee / account holder | $18,383 | $8,390+119.1% | $13,129+40.0% | $7,234+154.1% |