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 | $32,514 | $83,826-61.2% | - | $147,584-78.0% |
| Participation rate | 0.0% | 69.4%-69.4pp | - | 82.8%-82.8pp |
| Annual return | 15.60% | 26.57%-11.0pp | - | 578.55%-563.0pp |
| Employer contribution / active EE | $0 | $3,042-100.0% | - | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,987-100.0% | - | $5,439-100.0% |
| Admin fee / account holder | $833 | $6,071-86.3% | - | $10,885-92.3% |