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 | $118,396 | $237,565-50.2% | $141,162-16.1% | - |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.5%-82.5pp | - |
| Annual return | 11.52% | 19.47%-8.0pp | 71.39%-59.9pp | - |
| Employer contribution / active EE | $0 | $2,430-100.0% | $4,735-100.0% | - |
| Participant deferral / active EE | $0 | $5,165-100.0% | $6,709-100.0% | - |
| Admin fee / account holder | $358 | $15,211-97.6% | $10,261-96.5% | - |