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 3-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 | $25,331 | $67,016-62.2% | $81,983-69.1% | - |
| Participation rate | 0.0% | 66.2%-66.2pp | 69.2%-69.2pp | - |
| Annual return | 6.46% | 14.69%-8.2pp | 41.31%-34.9pp | - |
| Employer contribution / active EE | $0 | $1,784-100.0% | $2,498-100.0% | - |
| Participant deferral / active EE | $0 | $3,096-100.0% | $3,722-100.0% | - |
| Admin fee / account holder | $461 | $2,739-83.2% | $5,664-91.9% | - |