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 | $2,634 |
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 | $79,054 | $148,978-46.9% | $200,582-60.6% | $84,808-6.8% |
| Participation rate | 79.5% | 84.2%-4.7pp | 86.9%-7.3pp | 68.3%+11.2pp |
| Annual return | 20.55% | 28.16%-7.6pp | 42.33%-21.8pp | 40.90%-20.3pp |
| Employer contribution / active EE | $4,190 | $4,815-13.0% | $6,419-34.7% | $2,631+59.2% |
| Participant deferral / active EE | $6,127 | $7,142-14.2% | $9,331-34.3% | $4,212+45.5% |
| Admin fee / account holder | $326 | $13,977-97.7% | $16,305-98.0% | $7,344-95.6% |