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 | $70,910 | $154,228-54.0% | $145,433-51.2% | $137,256-48.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 15.53% | 74.59%-59.1pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,273 | $4,804-52.7% | $4,554-50.1% | $4,156-45.3% |
| Participant deferral / active EE | $5,628 | $8,216-31.5% | $7,897-28.7% | $6,407-12.2% |
| Admin fee / account holder | $1,749 | $14,344-87.8% | $13,129-86.7% | $12,270-85.7% |