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 12 · EIN 23-3038464 | Claims processing; Consulting (pensio... | $0 |
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,876 | $121,341-28.4% | $189,513-54.2% | $79,386+9.4% |
| Participation rate | 79.9% | 86.1%-6.2pp | 87.8%-7.9pp | 70.7%+9.2pp |
| Annual return | 14.20% | 21.08%-6.9pp | 555.15%-541.0pp | 116.85%-102.6pp |
| Employer contribution / active EE | $474 | $3,915-87.9% | $6,162-92.3% | $2,427-80.5% |
| Participant deferral / active EE | $4,005 | $6,395-37.4% | $8,221-51.3% | $4,046-1.0% |
| Admin fee / account holder | $455 | $651-30.1% | $12,045-96.2% | $626-27.4% |