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 7-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 | $68,431 | $205,730-66.7% | $40,757+67.9% | - |
| Participation rate | 0.0% | 64.1%-64.1pp | 79.3%-79.3pp | - |
| Annual return | -2.16% | 2.27%-4.4pp | -0.50%-1.7pp | - |
| Employer contribution / active EE | $0 | $1,760-100.0% | $3,004-100.0% | - |
| Participant deferral / active EE | $0 | $2,679-100.0% | $3,485-100.0% | - |
| Admin fee / account holder | $1,987 | $19,056-89.6% | $4,272-53.5% | - |