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 | $65,170 | $44,642+46.0% | $91,220-28.6% | $66,914-2.6% |
| Participation rate | 95.5% | 64.9%+30.7pp | 73.2%+22.3pp | 69.8%+25.7pp |
| Annual return | -14.45% | -12.29%-2.2pp | 114.01%-128.5pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,437 | $1,706+42.8% | $2,850-14.5% | $2,544-4.2% |
| Participant deferral / active EE | $7,860 | $3,349+134.7% | $4,234+85.7% | $4,237+85.5% |
| Admin fee / account holder | $363 | $521-30.3% | $5,420-93.3% | $593-38.8% |