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 | $68,645 | $154,228-55.5% | $145,433-52.8% | $137,256-50.0% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 80.0%-3.5pp |
| Annual return | 16.57% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,083 | $4,804-77.5% | $4,554-76.2% | $4,156-73.9% |
| Participant deferral / active EE | $6,205 | $8,216-24.5% | $7,897-21.4% | $6,407-3.2% |
| Admin fee / account holder | $1,531 | $14,344-89.3% | $13,129-88.3% | $12,270-87.5% |