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 | $104,369 | $180,749-42.3% | $160,784-35.1% | $137,256-24.0% |
| Participation rate | 81.3% | 80.0%+1.3pp | 77.0%+4.3pp | 80.0%+1.3pp |
| Annual return | 18.12% | 2234.46%-2216.3pp | 1803.92%-1785.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $761 | $4,155-81.7% | $3,733-79.6% | $4,156-81.7% |
| Participant deferral / active EE | $4,185 | $6,844-38.8% | $6,293-33.5% | $6,407-34.7% |
| Admin fee / account holder | $662 | $10,397-93.6% | $9,717-93.2% | $12,270-94.6% |