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 | $27,626 | $62,002-55.4% | $93,606-70.5% | - |
| Participation rate | 0.0% | 71.3%-71.3pp | 75.8%-75.8pp | - |
| Annual return | 17.07% | 20.75%-3.7pp | 32.76%-15.7pp | - |
| Employer contribution / active EE | $0 | $1,327-100.0% | $2,718-100.0% | - |
| Participant deferral / active EE | $0 | $2,563-100.0% | $4,069-100.0% | - |
| Admin fee / account holder | $27,791 | $6,149+351.9% | $7,888+252.3% | - |