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 | $20,406 | $100,754-79.7% | $86,677-76.5% | $134,475-84.8% |
| Participation rate | 0.0% | 78.9%-78.9pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -14.97% | 29.04%-44.0pp | 35.91%-50.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $172,881 | $10,926+1482.3% | $7,493+2207.2% | $11,426+1413.1% |