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 | $144,133 | $210,698-31.6% | $178,014-19.0% | $145,959-1.3% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 10.86% | 386.27%-375.4pp | 294.80%-283.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $2,292 | $4,567-49.8% | $3,950-42.0% | $4,661-50.8% |
| Participant deferral / active EE | $8,519 | $6,958+22.4% | $6,276+35.7% | $6,689+27.4% |
| Admin fee / account holder | $1,010 | $12,016-91.6% | $10,362-90.3% | $13,398-92.5% |