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 | $215,971 | $159,934+35.0% | $147,005+46.9% | $145,959+48.0% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 18.48% | 98.24%-79.8pp | 418.76%-400.3pp | 561.95%-543.5pp |
| Employer contribution / active EE | $5,132 | $5,287-2.9% | $4,934+4.0% | $4,661+10.1% |
| Participant deferral / active EE | $9,860 | $8,427+17.0% | $8,070+22.2% | $6,689+47.4% |
| Admin fee / account holder | $3,410 | $15,053-77.3% | $13,006-73.8% | $13,398-74.5% |