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 | $59,510 | $172,111-65.4% | $150,298-60.4% | $137,256-56.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 16.57% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,891 | $4,636-37.7% | $4,154-30.4% | $4,156-30.4% |
| Participant deferral / active EE | $5,152 | $6,166-16.4% | $5,453-5.5% | $6,407-19.6% |
| Admin fee / account holder | $16,786 | $16,471+1.9% | $14,116+18.9% | $12,270+36.8% |