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 | $10,901 | $45,687-76.1% | $67,834-83.9% | - |
| Participation rate | 0.0% | 59.9%-59.9pp | 68.8%-68.8pp | - |
| Annual return | 4.49% | 24.25%-19.8pp | 138.47%-134.0pp | - |
| Employer contribution / active EE | $0 | $851-100.0% | $2,403-100.0% | - |
| Participant deferral / active EE | $0 | $1,936-100.0% | $3,160-100.0% | - |
| Admin fee / account holder | $1,466 | $7,721-81.0% | $4,622-68.3% | - |