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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,974 | $73,004+58.9% | $90,749+27.8% | $68,494+69.3% |
| Participation rate | 71.4% | 70.8%+0.6pp | 75.7%-4.3pp | 67.9%+3.5pp |
| Annual return | -15.27% | -13.81%-1.5pp | -12.16%-3.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,217 | $2,193+1.1% | $2,921-24.1% | $2,596-14.6% |
| Participant deferral / active EE | $3,989 | $3,627+10.0% | $4,564-12.6% | $4,027-0.9% |
| Admin fee / account holder | $704 | $5,896-88.1% | $8,445-91.7% | $5,403-87.0% |