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 4-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 | $236,038 | $183,592+28.6% | $155,567+51.7% | $145,959+61.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.10% | 61.24%-39.1pp | 64.74%-42.6pp | 561.95%-539.8pp |
| Employer contribution / active EE | $6,141 | $5,315+15.5% | $4,674+31.4% | $4,661+31.8% |
| Participant deferral / active EE | $6,623 | $6,464+2.5% | $5,628+17.7% | $6,689-1.0% |
| Admin fee / account holder | $851 | $19,318-95.6% | $15,916-94.7% | $13,398-93.6% |