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 | $169,084 | $180,749-6.5% | $160,784+5.2% | $137,256+23.2% |
| Participation rate | 85.0% | 80.0%+5.0pp | 77.0%+8.0pp | 80.0%+5.0pp |
| Annual return | 15.55% | 2234.46%-2218.9pp | 1803.92%-1788.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,706 | $4,155-34.9% | $3,733-27.5% | $4,156-34.9% |
| Participant deferral / active EE | $3,799 | $6,844-44.5% | $6,293-39.6% | $6,407-40.7% |
| Admin fee / account holder | $2,532 | $10,397-75.6% | $9,717-73.9% | $12,270-79.4% |