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 | $129,505 | $209,336-38.1% | $197,124-34.3% | $137,256-5.6% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 23.34% | 48.09%-24.7pp | 44.34%-21.0pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,547 | $6,591-76.5% | $6,227-75.2% | $4,156-62.8% |
| Participant deferral / active EE | $8,410 | $9,614-12.5% | $9,135-7.9% | $6,407+31.3% |
| Admin fee / account holder | $746 | $17,308-95.7% | $16,298-95.4% | $12,270-93.9% |