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 3-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 | $129,621 | $154,228-16.0% | $145,433-10.9% | $137,256-5.6% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 13.94% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $4,964 | $4,804+3.3% | $4,554+9.0% | $4,156+19.4% |
| Participant deferral / active EE | $12,125 | $8,216+47.6% | $7,897+53.5% | $6,407+89.2% |
| Admin fee / account holder | $9,223 | $14,344-35.7% | $13,129-29.8% | $12,270-24.8% |