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 | $116,795 | $154,228-24.3% | $145,433-19.7% | $137,256-14.9% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 14.23% | 74.59%-60.4pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,299 | $4,804-31.3% | $4,554-27.6% | $4,156-20.6% |
| Participant deferral / active EE | $11,462 | $8,216+39.5% | $7,897+45.1% | $6,407+78.9% |
| Admin fee / account holder | $486 | $14,344-96.6% | $13,129-96.3% | $12,270-96.0% |