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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,024 | $58,828+32.6% | $77,9990% | $62,891+24.1% |
| Participation rate | 81.3% | 71.1%+10.2pp | 75.5%+5.7pp | 69.3%+11.9pp |
| Annual return | 4.62% | 17.16%-12.5pp | 425.96%-421.3pp | 20.14%-15.5pp |
| Employer contribution / active EE | $571 | $1,672-65.8% | $2,470-76.9% | $2,281-75.0% |
| Participant deferral / active EE | $2,630 | $2,686-2.1% | $3,497-24.8% | $3,203-17.9% |
| Admin fee / account holder | $431 | $4,393-90.2% | $5,480-92.1% | $4,296-90.0% |