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 9-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 | $191,323 | $183,592+4.2% | $155,567+23.0% | $145,959+31.1% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 19.22% | 61.24%-42.0pp | 64.74%-45.5pp | 561.95%-542.7pp |
| Employer contribution / active EE | $3,457 | $5,315-35.0% | $4,674-26.0% | $4,661-25.8% |
| Participant deferral / active EE | $8,516 | $6,464+31.7% | $5,628+51.3% | $6,689+27.3% |
| Admin fee / account holder | $85,032 | $19,318+340.2% | $15,916+434.2% | $13,398+534.7% |