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 | $107,752 | $102,382+5.2% | $147,005-26.7% | $80,874+33.2% |
| Participation rate | 92.6% | 75.8%+16.7pp | 82.2%+10.4pp | 67.6%+24.9pp |
| Annual return | 22.57% | 134.89%-112.3pp | 418.76%-396.2pp | 35.62%-13.0pp |
| Employer contribution / active EE | $11,033 | $3,715+197.0% | $4,934+123.6% | $2,756+300.4% |
| Participant deferral / active EE | $4,632 | $6,646-30.3% | $8,070-42.6% | $4,297+7.8% |
| Admin fee / account holder | $26,573 | $7,942+234.6% | $13,006+104.3% | $6,935+283.2% |