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 | $35,576 | $159,934-77.8% | $147,005-75.8% | $145,959-75.6% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 19.41% | 98.24%-78.8pp | 418.76%-399.4pp | 561.95%-542.5pp |
| Employer contribution / active EE | $3,839 | $5,287-27.4% | $4,934-22.2% | $4,661-17.6% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,581 | $15,053-76.2% | $13,006-72.5% | $13,398-73.3% |