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 | $28,809 | $31,571-8.7% | $59,496-51.6% | - |
| Participation rate | 0.0% | 39.6%-39.6pp | 54.6%-54.6pp | - |
| Annual return | -5.19% | -2.34%-2.8pp | 182.05%-187.2pp | - |
| Employer contribution / active EE | $0 | $479-100.0% | $1,153-100.0% | - |
| Participant deferral / active EE | $0 | $928-100.0% | $1,829-100.0% | - |
| Admin fee / account holder | $1,813 | $13,016-86.1% | $2,232-18.8% | - |