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 9-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.)
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 | $41,131 | $64,119-35.9% | $112,228-63.4% | $66,914-38.5% |
| Participation rate | 80.8% | 68.5%+12.3pp | 75.1%+5.7pp | 69.8%+11.0pp |
| Annual return | -19.31% | -13.81%-5.5pp | 27.45%-46.8pp | 1.58%-20.9pp |
| Employer contribution / active EE | $7,836 | $3,005+160.7% | $3,635+115.6% | $2,544+208.0% |
| Participant deferral / active EE | $1,833 | $3,693-50.4% | $4,728-61.2% | $4,237-56.7% |
| Admin fee / account holder | $319 | $625-49.0% | $6,410-95.0% | $593-46.2% |