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 4-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 | $14,680 | $84,527-82.6% | $67,711-78.3% | $125,391-88.3% |
| Participation rate | 0.0% | 74.8%-74.8pp | 67.5%-67.5pp | 83.2%-83.2pp |
| Annual return | -1.46% | 2.57%-4.0pp | 25.41%-26.9pp | 282.22%-283.7pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,429-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,478 | $5,340-72.3% | $4,255-65.3% | $9,540-84.5% |