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 | $190,405 | $159,934+19.1% | $147,005+29.5% | $145,959+30.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.05% | 98.24%-85.2pp | 418.76%-405.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $6,484 | $5,287+22.6% | $4,934+31.4% | $4,661+39.1% |
| Participant deferral / active EE | $17,056 | $8,427+102.4% | $8,070+111.4% | $6,689+155.0% |
| Admin fee / account holder | $5,104 | $15,053-66.1% | $13,006-60.8% | $13,398-61.9% |