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 | $133,359 | $154,228-13.5% | $145,433-8.3% | $137,256-2.8% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 22.76% | 74.59%-51.8pp | 66.58%-43.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,968 | $4,804-38.2% | $4,554-34.8% | $4,156-28.6% |
| Participant deferral / active EE | $5,399 | $8,216-34.3% | $7,897-31.6% | $6,407-15.7% |
| Admin fee / account holder | $2,128 | $14,344-85.2% | $13,129-83.8% | $12,270-82.7% |