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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,029 | $42,546+52.8% | $71,796-9.4% | $55,167+17.9% |
| Participation rate | 91.1% | 59.1%+32.0pp | 69.1%+22.0pp | 69.0%+22.1pp |
| Annual return | 7.13% | 12.36%-5.2pp | 78.04%-70.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $3,148 | $803+291.9% | $1,924+63.6% | $1,963+60.4% |
| Participant deferral / active EE | $910 | $2,064-55.9% | $2,794-67.4% | $3,054-70.2% |
| Admin fee / account holder | $749 | $650+15.3% | $4,815-84.4% | $504+48.7% |