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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,418 | $100,923+127.3% | $150,045+52.9% | $74,304+208.8% |
| Participation rate | 95.6% | 70.1%+25.5pp | 82.3%+13.3pp | 60.3%+35.2pp |
| Annual return | 14.71% | 51.77%-37.1pp | 62.55%-47.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $7,589 | $3,463+119.1% | $4,693+61.7% | $2,241+238.6% |
| Participant deferral / active EE | $3,386 | $6,709-49.5% | $7,997-57.7% | $3,767-10.1% |
| Admin fee / account holder | $309 | $2,767-88.8% | $13,435-97.7% | $2,969-89.6% |