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 | $173,476 | $159,934+8.5% | $147,005+18.0% | $145,959+18.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.61% | 98.24%-86.6pp | 418.76%-407.2pp | 561.95%-550.3pp |
| Employer contribution / active EE | $1,295 | $5,287-75.5% | $4,934-73.8% | $4,661-72.2% |
| Participant deferral / active EE | $10,450 | $8,427+24.0% | $8,070+29.5% | $6,689+56.2% |
| Admin fee / account holder | $2,430 | $15,053-83.9% | $13,006-81.3% | $13,398-81.9% |