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 | $113,465 | $72,071+57.4% | $68,368+66.0% | $137,256-17.3% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 19.70% | 353.14%-333.4pp | 292.57%-272.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $4,356 | $2,788+56.2% | $2,649+64.4% | $4,156+4.8% |
| Participant deferral / active EE | $8,867 | $4,410+101.1% | $4,123+115.1% | $6,407+38.4% |
| Admin fee / account holder | $4,627 | $5,336-13.3% | $5,150-10.2% | $12,270-62.3% |