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 | $142,780 | $172,111-17.0% | $150,298-5.0% | $137,256+4.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 17.05% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,884 | $4,636-37.8% | $4,154-30.6% | $4,156-30.6% |
| Participant deferral / active EE | $8,521 | $6,166+38.2% | $5,453+56.3% | $6,407+33.0% |
| Admin fee / account holder | $730 | $16,471-95.6% | $14,116-94.8% | $12,270-94.0% |