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 | $81,203 | $59,150+37.3% | $60,547+34.1% | - |
| Participation rate | 0.0% | 47.9%-47.9pp | 68.0%-68.0pp | - |
| Annual return | -0.54% | -0.08%-0.5pp | 335.64%-336.2pp | - |
| Employer contribution / active EE | $0 | $732-100.0% | $2,419-100.0% | - |
| Participant deferral / active EE | $0 | $1,539-100.0% | $3,328-100.0% | - |
| Admin fee / account holder | $910 | $1,787-49.1% | $4,536-80.0% | - |