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 | $204,837 | $112,729+81.7% | $98,716+107.5% | $137,256+49.2% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 24.62% | 38.48%-13.9pp | 31.81%-7.2pp | 220.34%-195.7pp |
| Employer contribution / active EE | $3,907 | $2,725+43.4% | $2,279+71.5% | $4,156-6.0% |
| Participant deferral / active EE | $9,901 | $4,640+113.4% | $4,048+144.6% | $6,407+54.5% |
| Admin fee / account holder | $2,940 | $10,129-71.0% | $8,703-66.2% | $12,270-76.0% |