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 | $163,267 | $159,934+2.1% | $147,005+11.1% | $145,959+11.9% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 12.64% | 98.24%-85.6pp | 418.76%-406.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $6,699 | $5,287+26.7% | $4,934+35.8% | $4,661+43.7% |
| Participant deferral / active EE | $13,581 | $8,427+61.2% | $8,070+68.3% | $6,689+103.1% |
| Admin fee / account holder | $1,034 | $15,053-93.1% | $13,006-92.1% | $13,398-92.3% |