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 | $50,531 | $81,900-38.3% | $119,609-57.8% | $68,494-26.2% |
| Participation rate | 84.9% | 71.9%+13.0pp | 79.3%+5.6pp | 67.9%+17.0pp |
| Annual return | -9.48% | -23.82%+14.3pp | -14.97%+5.5pp | -7.84%-1.6pp |
| Employer contribution / active EE | $2,147 | $2,693-20.3% | $4,232-49.3% | $2,596-17.3% |
| Participant deferral / active EE | $4,136 | $4,148-0.3% | $5,602-26.2% | $4,027+2.7% |
| Admin fee / account holder | $431 | $6,582-93.5% | $10,323-95.8% | $5,403-92.0% |