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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $82 |
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 | $75,415 | $59,263+27.3% | $96,562-21.9% | $79,386-5.0% |
| Participation rate | 76.8% | 61.9%+14.9pp | 69.8%+7.0pp | 70.7%+6.1pp |
| Annual return | 8.50% | 27.07%-18.6pp | 37.78%-29.3pp | 116.85%-108.4pp |
| Employer contribution / active EE | $2,411 | $1,216+98.3% | $2,356+2.3% | $2,427-0.7% |
| Participant deferral / active EE | $5,030 | $2,948+70.6% | $3,849+30.7% | $4,046+24.3% |
| Admin fee / account holder | $581 | $658-11.8% | $6,181-90.6% | $626-7.3% |