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 | $83,231 | $154,228-46.0% | $145,433-42.8% | $137,256-39.4% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 16.67% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $4,575 | $4,804-4.8% | $4,554+0.5% | $4,156+10.1% |
| Participant deferral / active EE | $8,394 | $8,216+2.2% | $7,897+6.3% | $6,407+31.0% |
| Admin fee / account holder | $1,619 | $14,344-88.7% | $13,129-87.7% | $12,270-86.8% |