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 5-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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,300 | $79,694-74.5% | $96,139-78.9% | $79,386-74.4% |
| Participation rate | 94.3% | 54.0%+40.3pp | 68.4%+25.9pp | 70.7%+23.6pp |
| Annual return | 19.82% | 40.84%-21.0pp | 191.94%-172.1pp | 116.85%-97.0pp |
| Employer contribution / active EE | $4,976 | $1,443+244.8% | $2,797+77.9% | $2,427+105.0% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,349-100.0% | $4,046-100.0% |
| Admin fee / account holder | $87,697 | $630+13816.3% | $5,537+1483.9% | $626+13899.3% |