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 | $43,127 | $19,542+120.7% | $71,086-39.3% | - |
| Participation rate | 0.0% | 40.8%-40.8pp | 54.7%-54.7pp | - |
| Annual return | 3.74% | -4.82%+8.6pp | 650.59%-646.8pp | - |
| Employer contribution / active EE | $0 | $493-100.0% | $1,088-100.0% | - |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,874-100.0% | - |
| Admin fee / account holder | $2,147 | $1,270+69.0% | $3,082-30.3% | - |