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 | $242,008 | $180,749+33.9% | $160,784+50.5% | $137,256+76.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 13.88% | 2234.46%-2220.6pp | 1803.92%-1790.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,590 | $4,155-61.7% | $3,733-57.4% | $4,156-61.8% |
| Participant deferral / active EE | $8,796 | $6,844+28.5% | $6,293+39.8% | $6,407+37.3% |
| Admin fee / account holder | $46,356 | $10,397+345.9% | $9,717+377.1% | $12,270+277.8% |