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 | $136,568 | $154,228-11.5% | $145,433-6.1% | $137,256-0.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 13.88% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $12,864 | $4,804+167.8% | $4,554+182.4% | $4,156+209.5% |
| Participant deferral / active EE | $7,148 | $8,216-13.0% | $7,897-9.5% | $6,407+11.6% |
| Admin fee / account holder | $5,752 | $14,344-59.9% | $13,129-56.2% | $12,270-53.1% |