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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,191 | $175,600+8.3% | $129,110+47.3% | $134,475+41.4% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.3%-77.3pp | 81.2%-81.2pp |
| Annual return | -24.15% | -11.39%-12.8pp | -10.94%-13.2pp | 417.96%-442.1pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,542-100.0% | $6,400-100.0% |
| Admin fee / account holder | $315,827 | $23,567+1240.1% | $14,302+2108.3% | $11,426+2664.1% |