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 5-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 | $89,201 | $88,710+0.6% | $81,783+9.1% | $145,959-38.9% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 15.07% | 1027.26%-1012.2pp | 775.05%-760.0pp | 561.95%-546.9pp |
| Employer contribution / active EE | $3,389 | $3,083+9.9% | $2,913+16.4% | $4,661-27.3% |
| Participant deferral / active EE | $8,237 | $4,645+77.3% | $4,320+90.7% | $6,689+23.2% |
| Admin fee / account holder | $939 | $8,407-88.8% | $7,380-87.3% | $13,398-93.0% |