See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for 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 | $239,059 | $144,119+65.9% | $117,854+102.8% | $147,584+62.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.02% | 531.15%-519.1pp | 335.08%-323.1pp | 578.55%-566.5pp |
| Employer contribution / active EE | $10,714 | $4,896+118.8% | $3,786+183.0% | $4,876+119.7% |
| Participant deferral / active EE | $9,380 | $5,316+76.4% | $4,482+109.3% | $5,439+72.5% |
| Admin fee / account holder | $5,997 | $10,886-44.9% | $8,020-25.2% | $10,885-44.9% |