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 | $127,519 | $159,934-20.3% | $147,005-13.3% | $145,959-12.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.14% | 98.24%-86.1pp | 418.76%-406.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $3,720 | $5,287-29.6% | $4,934-24.6% | $4,661-20.2% |
| Participant deferral / active EE | $12,196 | $8,427+44.7% | $8,070+51.1% | $6,689+82.3% |
| Admin fee / account holder | $1,641 | $15,053-89.1% | $13,006-87.4% | $13,398-87.8% |