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 | $110,803 | $154,228-28.2% | $145,433-23.8% | $137,256-19.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.13% | 74.59%-61.5pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,915 | $4,804-39.3% | $4,554-36.0% | $4,156-29.9% |
| Participant deferral / active EE | $3,869 | $8,216-52.9% | $7,897-51.0% | $6,407-39.6% |
| Admin fee / account holder | $1,202 | $14,344-91.6% | $13,129-90.8% | $12,270-90.2% |