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 | $153,445 | $154,228-0.5% | $145,433+5.5% | $137,256+11.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 13.92% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,105 | $4,804-35.4% | $4,554-31.8% | $4,156-25.3% |
| Participant deferral / active EE | $7,923 | $8,216-3.6% | $7,897+0.3% | $6,407+23.7% |
| Admin fee / account holder | $2,025 | $14,344-85.9% | $13,129-84.6% | $12,270-83.5% |