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 | $118,478 | $111,535+6.2% | $105,223+12.6% | $137,256-13.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 16.46% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,605 | $3,939-33.9% | $3,689-29.4% | $4,156-37.3% |
| Participant deferral / active EE | $4,930 | $5,500-10.4% | $5,072-2.8% | $6,407-23.1% |
| Admin fee / account holder | $2,235 | $9,721-77.0% | $8,859-74.8% | $12,270-81.8% |