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 | $117,229 | $154,228-24.0% | $145,433-19.4% | $137,256-14.6% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 15.59% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,586 | $4,804+16.3% | $4,554+22.7% | $4,156+34.4% |
| Participant deferral / active EE | $11,215 | $8,216+36.5% | $7,897+42.0% | $6,407+75.1% |
| Admin fee / account holder | $37,883 | $14,344+164.1% | $13,129+188.5% | $12,270+208.7% |