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.)
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 | $113,159 | $155,795-27.4% | $136,294-17.0% | $69,631+62.5% |
| Participation rate | 73.7% | 75.2%-1.6pp | 81.9%-8.3pp | 70.7%+3.0pp |
| Annual return | 18.22% | 232464.33%-232446.1pp | 5155.94%-5137.7pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $2,963 | $2,991-0.9% | $4,695-36.9% | $2,032+45.8% |
| Participant deferral / active EE | $6,805 | $5,394+26.2% | $6,247+8.9% | $3,224+111.1% |
| Admin fee / account holder | $395 | $128+207.9% | $9,243-95.7% | $110+257.5% |