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 | $105,969 | $111,814-5.2% | $93,654+13.1% | $145,959-27.4% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.5pp |
| Annual return | 10.90% | 203.30%-192.4pp | 133.34%-122.4pp | 561.95%-551.0pp |
| Employer contribution / active EE | $3,399 | $3,092+9.9% | $2,421+40.4% | $4,661-27.1% |
| Participant deferral / active EE | $7,839 | $4,914+59.5% | $4,413+77.6% | $6,689+17.2% |
| Admin fee / account holder | $1,238 | $10,246-87.9% | $8,282-85.0% | $13,398-90.8% |