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 | $65,477 | $159,934-59.1% | $147,005-55.5% | $145,959-55.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.68% | 98.24%-83.6pp | 418.76%-404.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $5,292 | $5,287+0.1% | $4,934+7.2% | $4,661+13.5% |
| Participant deferral / active EE | $4,278 | $8,427-49.2% | $8,070-47.0% | $6,689-36.0% |
| Admin fee / account holder | $40,408 | $15,053+168.4% | $13,006+210.7% | $13,398+201.6% |