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 | $96,892 | $132,634-26.9% | $115,768-16.3% | $137,256-29.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 13.73% | 160.70%-147.0pp | 100.46%-86.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $7,155 | $3,360+113.0% | $2,940+143.4% | $4,156+72.2% |
| Participant deferral / active EE | $15,711 | $5,619+179.6% | $4,917+219.5% | $6,407+145.2% |
| Admin fee / account holder | $48,796 | $15,028+224.7% | $12,439+292.3% | $12,270+297.7% |