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 | $121,906 | $154,228-21.0% | $145,433-16.2% | $137,256-11.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 19.77% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,200 | $4,804-33.4% | $4,554-29.8% | $4,156-23.0% |
| Participant deferral / active EE | $12,985 | $8,216+58.0% | $7,897+64.4% | $6,407+102.7% |
| Admin fee / account holder | $2,194 | $14,344-84.7% | $13,129-83.3% | $12,270-82.1% |