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 | $119,645 | $209,336-42.8% | $197,124-39.3% | $137,256-12.8% |
| Participation rate | 92.3% | 87.3%+5.0pp | 86.7%+5.6pp | 80.0%+12.3pp |
| Annual return | 11.91% | 48.09%-36.2pp | 44.34%-32.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,347 | $6,591-64.4% | $6,227-62.3% | $4,156-43.5% |
| Participant deferral / active EE | $5,170 | $9,614-46.2% | $9,135-43.4% | $6,407-19.3% |
| Admin fee / account holder | $5,541 | $17,308-68.0% | $16,298-66.0% | $12,270-54.8% |