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 | $90,607 | $124,425-27.2% | $112,040-19.1% | $137,256-34.0% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 12.19% | 24.72%-12.5pp | 24.52%-12.3pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,187 | $3,411-65.2% | $2,954-59.8% | $4,156-71.4% |
| Participant deferral / active EE | $2,618 | $5,718-54.2% | $5,098-48.6% | $6,407-59.1% |
| Admin fee / account holder | $15,759 | $15,207+3.6% | $12,098+30.3% | $12,270+28.4% |