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 | $199,317 | $54,517+265.6% | $75,972+162.4% | $74,495+167.6% |
| Participation rate | 79.6% | 60.3%+19.3pp | 69.1%+10.6pp | 67.2%+12.4pp |
| Annual return | 16.02% | 31.82%-15.8pp | 359.55%-343.5pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,745 | $1,777-1.8% | $2,685-35.0% | $2,623-33.5% |
| Participant deferral / active EE | $3,865 | $3,066+26.1% | $4,255-9.2% | $4,346-11.1% |
| Admin fee / account holder | $849 | $2,229-61.9% | $6,467-86.9% | $1,942-56.3% |