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 | $78,647 | $54,701+43.8% | $86,188-8.7% | $71,457+10.1% |
| Participation rate | 77.7% | 60.1%+17.6pp | 69.0%+8.7pp | 67.9%+9.8pp |
| Annual return | 16.63% | 20.06%-3.4pp | 1168.45%-1151.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $885 | $1,265-30.0% | $2,380-62.8% | $2,588-65.8% |
| Participant deferral / active EE | $4,537 | $3,108+46.0% | $3,985+13.8% | $4,289+5.8% |
| Admin fee / account holder | $429 | $1,922-77.7% | $6,852-93.7% | $1,587-72.9% |