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 | $40,797 | $363,850-88.8% | $155,790-73.8% | - |
| Participation rate | 0.0% | 50.7%-50.7pp | 76.1%-76.1pp | - |
| Annual return | -2.01% | -3.26%+1.2pp | 71.54%-73.6pp | - |
| Employer contribution / active EE | $0 | $1,069-100.0% | $3,836-100.0% | - |
| Participant deferral / active EE | $0 | $2,383-100.0% | $4,797-100.0% | - |
| Admin fee / account holder | $7,392 | $13,180-43.9% | $7,478-1.1% | - |