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 5-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 | $116,561 | $154,228-24.4% | $145,433-19.9% | $137,256-15.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 12.50% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $19,616 | $4,804+308.3% | $4,554+330.7% | $4,156+372.0% |
| Participant deferral / active EE | $7,958 | $8,216-3.1% | $7,897+0.8% | $6,407+24.2% |
| Admin fee / account holder | $11,288 | $14,344-21.3% | $13,129-14.0% | $12,270-8.0% |