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 | $125,972 | $175,600-28.3% | $129,110-2.4% | $134,475-6.3% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.3%-77.3pp | 81.2%-81.2pp |
| Annual return | -6.85% | -11.39%+4.5pp | -10.94%+4.1pp | 417.96%-424.8pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,542-100.0% | $6,400-100.0% |
| Admin fee / account holder | $72,278 | $23,567+206.7% | $14,302+405.4% | $11,426+532.6% |