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 | $114,985 | $159,934-28.1% | $147,005-21.8% | $145,959-21.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 12.21% | 98.24%-86.0pp | 418.76%-406.6pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,504 | $5,287-52.6% | $4,934-49.3% | $4,661-46.3% |
| Participant deferral / active EE | $8,450 | $8,427+0.3% | $8,070+4.7% | $6,689+26.3% |
| Admin fee / account holder | $1,168 | $15,053-92.2% | $13,006-91.0% | $13,398-91.3% |