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 | $219,007 | $88,751+146.8% | $81,812+167.7% | $145,922+50.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 12.92% | 1025.40%-1012.5pp | 773.79%-760.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $24,115 | $3,083+682.1% | $2,912+728.1% | $4,660+417.5% |
| Participant deferral / active EE | $8,034 | $4,643+73.0% | $4,319+86.0% | $6,688+20.1% |
| Admin fee / account holder | $1,287 | $8,415-84.7% | $7,386-82.6% | $13,397-90.4% |