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 | $42,327 | $22,715+86.3% | $73,545-42.4% | - |
| Participation rate | 0.0% | 40.6%-40.6pp | 54.9%-54.9pp | - |
| Annual return | 4.07% | -6.79%+10.9pp | -15.16%+19.2pp | - |
| Employer contribution / active EE | $0 | $343-100.0% | $1,219-100.0% | - |
| Participant deferral / active EE | $0 | $761-100.0% | $1,806-100.0% | - |
| Admin fee / account holder | $2,490 | $1,186+110.0% | $2,320+7.3% | - |