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 9-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 | $55,540 | $163,676-66.1% | $117,472-52.7% | - |
| Participation rate | 0.0% | 66.2%-66.2pp | 70.6%-70.6pp | - |
| Annual return | -15.88% | -11.88%-4.0pp | 29.74%-45.6pp | - |
| Employer contribution / active EE | $0 | $2,304-100.0% | $4,176-100.0% | - |
| Participant deferral / active EE | $0 | $3,975-100.0% | $4,070-100.0% | - |
| Admin fee / account holder | $3,275 | $34,290-90.4% | $5,645-42.0% | - |