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 9-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 | $49,608 | $196,842-74.8% | $134,143-63.0% | - |
| Participation rate | 0.0% | 71.6%-71.6pp | 72.2%-72.2pp | - |
| Annual return | 17.68% | 11.43%+6.2pp | 36.33%-18.6pp | - |
| Employer contribution / active EE | $0 | $2,386-100.0% | $3,704-100.0% | - |
| Participant deferral / active EE | $0 | $3,828-100.0% | $3,499-100.0% | - |
| Admin fee / account holder | $5,394 | $15,940-66.2% | $6,684-19.3% | - |