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 | $107,082 | $81,208+31.9% | $98,907+8.3% | $79,858+34.1% |
| Participation rate | 80.2% | 72.5%+7.7pp | 76.0%+4.2pp | 69.6%+10.6pp |
| Annual return | 4.52% | 60.99%-56.5pp | 196.43%-191.9pp | 31.71%-27.2pp |
| Employer contribution / active EE | $714 | $1,960-63.6% | $2,689-73.4% | $2,471-71.1% |
| Participant deferral / active EE | $3,280 | $3,265+0.5% | $4,244-22.7% | $3,740-12.3% |
| Admin fee / account holder | $503 | $6,013-91.6% | $6,642-92.4% | $5,306-90.5% |