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 | $124,379 | $183,592-32.3% | $155,567-20.0% | $145,959-14.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.68% | 61.24%-49.6pp | 64.74%-53.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $4,087 | $5,315-23.1% | $4,674-12.6% | $4,661-12.3% |
| Participant deferral / active EE | $6,740 | $6,464+4.3% | $5,628+19.8% | $6,689+0.8% |
| Admin fee / account holder | $603 | $19,318-96.9% | $15,916-96.2% | $13,398-95.5% |