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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,946 |
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 | $62,704 | $138,385-54.7% | $184,200-66.0% | $80,874-22.5% |
| Participation rate | 84.3% | 83.9%+0.4pp | 86.8%-2.5pp | 67.6%+16.6pp |
| Annual return | 13.21% | 20.02%-6.8pp | 28.80%-15.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $6,449 | $4,849+33.0% | $6,424+0.4% | $2,756+134.0% |
| Participant deferral / active EE | $8,952 | $7,073+26.6% | $9,132-2.0% | $4,297+108.3% |
| Admin fee / account holder | $409 | $10,483-96.1% | $13,907-97.1% | $6,935-94.1% |