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 10-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 | $36,673 | $111,535-67.1% | $105,223-65.1% | $137,256-73.3% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 80.0%-80.0pp |
| Annual return | -9.52% | 237.85%-247.4pp | 180.65%-190.2pp | 220.34%-229.9pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $58,918 | $9,721+506.1% | $8,859+565.1% | $12,270+380.2% |