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 | $82,813 | $154,228-46.3% | $145,433-43.1% | $137,256-39.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 14.74% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,205 | $4,804-54.1% | $4,554-51.6% | $4,156-46.9% |
| Participant deferral / active EE | $7,795 | $8,216-5.1% | $7,897-1.3% | $6,407+21.7% |
| Admin fee / account holder | $15,853 | $14,344+10.5% | $13,129+20.7% | $12,270+29.2% |