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 | $49,653 | $154,228-67.8% | $145,433-65.9% | $137,256-63.8% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 13.94% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,790 | $4,804-41.9% | $4,554-38.7% | $4,156-32.9% |
| Participant deferral / active EE | $4,022 | $8,216-51.1% | $7,897-49.1% | $6,407-37.2% |
| Admin fee / account holder | $415 | $14,344-97.1% | $13,129-96.8% | $12,270-96.6% |