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 8-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 | $90,170 | $208,526-56.8% | $96,683-6.7% | - |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.3%+25.7pp | - |
| Annual return | 100.16% | 18.23%+81.9pp | 35.69%+64.5pp | - |
| Employer contribution / active EE | $1,622 | $2,182-25.7% | $3,737-56.6% | - |
| Participant deferral / active EE | $0 | $4,056-100.0% | $4,878-100.0% | - |
| Admin fee / account holder | $547 | $13,060-95.8% | $6,730-91.9% | - |