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.
Employer 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 | $126,111 | $73,867+70.7% | $143,757-12.3% | $68,494+84.1% |
| Participation rate | 80.2% | 66.7%+13.6pp | 80.3%-0.1pp | 67.9%+12.3pp |
| Annual return | -13.67% | 1.01%-14.7pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $170 | $3,184-94.7% | $4,951-96.6% | $2,596-93.5% |
| Participant deferral / active EE | $4,245 | $3,384+25.4% | $5,637-24.7% | $4,027+5.4% |
| Admin fee / account holder | $423 | $5,755-92.6% | $14,673-97.1% | $5,403-92.2% |