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 | $89,562 | $154,228-41.9% | $145,433-38.4% | $137,256-34.7% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 80.0%-3.5pp |
| Annual return | 14.80% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,986 | $4,804-58.7% | $4,554-56.4% | $4,156-52.2% |
| Participant deferral / active EE | $5,790 | $8,216-29.5% | $7,897-26.7% | $6,407-9.6% |
| Admin fee / account holder | $6,267 | $14,344-56.3% | $13,129-52.3% | $12,270-48.9% |