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 4-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 | $6,316 | $70,606-91.1% | $53,898-88.3% | $142,382-95.6% |
| Participation rate | 0.0% | 63.7%-63.7pp | 55.0%-55.0pp | 80.1%-80.1pp |
| Annual return | -4.46% | 619.81%-624.3pp | 528.60%-533.1pp | 217.08%-221.5pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $2,364-100.0% | $1,826-100.0% | $6,507-100.0% |
| Admin fee / account holder | $928 | $2,852-67.5% | $2,491-62.8% | $12,624-92.7% |