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 | $163,431 | $282,106-42.1% | $172,739-5.4% | - |
| Participation rate | 0.0% | 64.8%-64.8pp | 82.6%-82.6pp | - |
| Annual return | 22.79% | 12.00%+10.8pp | 802.84%-780.1pp | - |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,143-100.0% | - |
| Participant deferral / active EE | $0 | $2,424-100.0% | $5,198-100.0% | - |
| Admin fee / account holder | $1,082 | $24,081-95.5% | $13,954-92.2% | - |