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 | $85,853 | $154,228-44.3% | $145,433-41.0% | $137,256-37.5% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 13.18% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,751 | $4,804-42.7% | $4,554-39.6% | $4,156-33.8% |
| Participant deferral / active EE | $4,229 | $8,216-48.5% | $7,897-46.5% | $6,407-34.0% |
| Admin fee / account holder | $1,340 | $14,344-90.7% | $13,129-89.8% | $12,270-89.1% |