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 | $79,018 | $201,779-60.8% | $122,332-35.4% | - |
| Participation rate | 0.0% | 56.6%-56.6pp | 71.6%-71.6pp | - |
| Annual return | 19.10% | 8.40%+10.7pp | 30.27%-11.2pp | - |
| Employer contribution / active EE | $0 | $824-100.0% | $4,050-100.0% | - |
| Participant deferral / active EE | $0 | $2,052-100.0% | $3,287-100.0% | - |
| Admin fee / account holder | $4,787 | $7,177-33.3% | $5,478-12.6% | - |