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 | $45,323 | $51,355-11.7% | $90,951-50.2% | - |
| Participation rate | 0.0% | 56.3%-56.3pp | 69.0%-69.0pp | - |
| Annual return | 16.28% | 22.61%-6.3pp | 134.60%-118.3pp | - |
| Employer contribution / active EE | $0 | $901-100.0% | $2,122-100.0% | - |
| Participant deferral / active EE | $0 | $2,212-100.0% | $3,373-100.0% | - |
| Admin fee / account holder | $823 | $7,937-89.6% | $5,959-86.2% | - |