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 | $133,001 | $180,749-26.4% | $160,784-17.3% | $137,256-3.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.72% | 2234.46%-2220.7pp | 1803.92%-1790.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $4,206 | $4,155+1.2% | $3,733+12.7% | $4,156+1.2% |
| Participant deferral / active EE | $5,884 | $6,844-14.0% | $6,293-6.5% | $6,407-8.2% |
| Admin fee / account holder | $5,597 | $10,397-46.2% | $9,717-42.4% | $12,270-54.4% |