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.)
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 | $110,100 | $81,208+35.6% | $98,907+11.3% | $79,858+37.9% |
| Participation rate | 73.0% | 72.5%+0.5pp | 76.0%-3.0pp | 69.6%+3.4pp |
| Annual return | 8.72% | 60.99%-52.3pp | 196.43%-187.7pp | 31.71%-23.0pp |
| Employer contribution / active EE | $2,121 | $1,960+8.2% | $2,689-21.1% | $2,471-14.2% |
| Participant deferral / active EE | $3,540 | $3,265+8.4% | $4,244-16.6% | $3,740-5.4% |
| Admin fee / account holder | $376 | $6,013-93.7% | $6,642-94.3% | $5,306-92.9% |