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 5-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 | $93,952 | $109,904-14.5% | $97,167-3.3% | $145,959-35.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 12.42% | 243.43%-231.0pp | 75.27%-62.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $6,785 | $3,084+120.0% | $2,729+148.6% | $4,661+45.6% |
| Participant deferral / active EE | $8,447 | $4,676+80.6% | $4,264+98.1% | $6,689+26.3% |
| Admin fee / account holder | $24,105 | $6,216+287.8% | $5,650+326.6% | $13,398+79.9% |