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 | $9,420 | $158,398-94.1% | $126,539-92.6% | $142,382-93.4% |
| Participation rate | 0.0% | 75.8%-75.8pp | 69.8%-69.8pp | 80.1%-80.1pp |
| Annual return | -1.45% | 593.76%-595.2pp | 425.95%-427.4pp | 217.08%-218.5pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,767-100.0% | $4,083-100.0% | $6,507-100.0% |
| Admin fee / account holder | $64,480 | $6,918+832.1% | $6,065+963.2% | $12,624+410.8% |