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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,477 | $59,186-38.4% | $76,768-52.5% | $56,287-35.2% |
| Participation rate | 99.4% | 75.2%+24.2pp | 77.0%+22.4pp | 69.9%+29.5pp |
| Annual return | -5.61% | 6.62%-12.2pp | 2.43%-8.0pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,587 | $1,759-9.8% | $2,485-36.1% | $2,111-24.8% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $337 | $489-31.0% | $6,675-94.9% | $521-35.2% |