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 | $60,731 | $73,638-17.5% | $95,952-36.7% | $73,488-17.4% |
| Participation rate | 83.4% | 76.2%+7.3pp | 77.1%+6.4pp | 70.7%+12.8pp |
| Annual return | 12.83% | 16.78%-3.9pp | 91.61%-78.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $2,805 | $1,863+50.5% | $2,541+10.4% | $2,270+23.6% |
| Participant deferral / active EE | $3,934 | $3,617+8.8% | $4,167-5.6% | $3,740+5.2% |
| Admin fee / account holder | $307 | $482-36.3% | $6,795-95.5% | $513-40.1% |