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 | $91,423 | $215,321-57.5% | $143,757-36.4% | - |
| Participation rate | 0.0% | 60.1%-60.1pp | 80.3%-80.3pp | - |
| Annual return | -18.10% | -15.45%-2.7pp | -0.04%-18.1pp | - |
| Employer contribution / active EE | $0 | $1,875-100.0% | $4,951-100.0% | - |
| Participant deferral / active EE | $0 | $2,485-100.0% | $5,637-100.0% | - |
| Admin fee / account holder | $457 | $36,394-98.7% | $14,673-96.9% | - |