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 | $121,738 | $95,416+27.6% | $185,823-34.5% | $85,850+41.8% |
| Participation rate | 82.5% | 68.8%+13.7pp | 81.7%+0.8pp | 69.3%+13.2pp |
| Annual return | 13.20% | 23.59%-10.4pp | 122.05%-108.9pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,915 | $3,314-12.0% | $5,167-43.6% | $2,565+13.6% |
| Participant deferral / active EE | $5,436 | $3,423+58.8% | $5,568-2.4% | $3,952+37.6% |
| Admin fee / account holder | $330 | $7,213-95.4% | $16,237-98.0% | $6,260-94.7% |