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 | $122,908 | $166,020-26.0% | $164,866-25.4% | $145,959-15.8% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 9.80% | 100.08%-90.3pp | 69.97%-60.2pp | 561.95%-552.1pp |
| Employer contribution / active EE | $2,837 | $5,275-46.2% | $4,343-34.7% | $4,661-39.1% |
| Participant deferral / active EE | $10,644 | $6,961+52.9% | $6,033+76.4% | $6,689+59.1% |
| Admin fee / account holder | $11,423 | $16,644-31.4% | $12,689-10.0% | $13,398-14.7% |