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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,917 | $83,826+8.5% | - | $147,584-38.4% |
| Participation rate | 71.4% | 69.4%+2.0pp | - | 82.8%-11.4pp |
| Annual return | 1.33% | 26.57%-25.2pp | - | 578.55%-577.2pp |
| Employer contribution / active EE | $0 | $3,042-100.0% | - | $4,876-100.0% |
| Participant deferral / active EE | $2,379 | $3,987-40.3% | - | $5,439-56.3% |
| Admin fee / account holder | $28,033 | $6,071+361.8% | - | $10,885+157.5% |