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 | $52,725 | $284,329-81.5% | $147,614-64.3% | - |
| Participation rate | 0.0% | 62.7%-62.7pp | 84.6%-84.6pp | - |
| Annual return | -4.78% | 0.73%-5.5pp | 61.98%-66.8pp | - |
| Employer contribution / active EE | $0 | $2,124-100.0% | $5,564-100.0% | - |
| Participant deferral / active EE | $0 | $1,895-100.0% | $4,895-100.0% | - |
| Admin fee / account holder | $706 | $35,034-98.0% | $11,611-93.9% | - |