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 | $137,198 | $88,710+54.7% | $81,783+67.8% | $145,959-6.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 13.22% | 1027.26%-1014.0pp | 775.05%-761.8pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,790 | $3,083-41.9% | $2,913-38.5% | $4,661-61.6% |
| Participant deferral / active EE | $4,313 | $4,645-7.2% | $4,320-0.2% | $6,689-35.5% |
| Admin fee / account holder | $1,600 | $8,407-81.0% | $7,380-78.3% | $13,398-88.1% |