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 | $156,503 | $159,934-2.1% | $147,005+6.5% | $145,959+7.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.81% | 98.24%-86.4pp | 418.76%-407.0pp | 561.95%-550.1pp |
| Employer contribution / active EE | $3,037 | $5,287-42.6% | $4,934-38.4% | $4,661-34.8% |
| Participant deferral / active EE | $5,918 | $8,427-29.8% | $8,070-26.7% | $6,689-11.5% |
| Admin fee / account holder | $5,541 | $15,053-63.2% | $13,006-57.4% | $13,398-58.6% |