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 | $31,874 | $83,681-61.9% | $82,313-61.3% | - |
| Participation rate | 0.0% | 75.1%-75.1pp | 76.9%-76.9pp | - |
| Annual return | 15.14% | 13.76%+1.4pp | 25.88%-10.7pp | - |
| Employer contribution / active EE | $0 | $1,471-100.0% | $2,428-100.0% | - |
| Participant deferral / active EE | $0 | $2,851-100.0% | $3,706-100.0% | - |
| Admin fee / account holder | $586 | $3,032-80.7% | $5,608-89.6% | - |