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 | $65,005 | $284,329-77.1% | $147,614-56.0% | - |
| Participation rate | 0.0% | 62.7%-62.7pp | 84.6%-84.6pp | - |
| Annual return | -0.52% | 0.73%-1.2pp | 61.98%-62.5pp | - |
| Employer contribution / active EE | $0 | $2,124-100.0% | $5,564-100.0% | - |
| Participant deferral / active EE | $0 | $1,895-100.0% | $4,895-100.0% | - |
| Admin fee / account holder | $8,784 | $35,034-74.9% | $11,611-24.4% | - |