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 | $103,659 | $215,321-51.9% | $143,757-27.9% | - |
| Participation rate | 77.8% | 60.1%+17.7pp | 80.3%-2.5pp | - |
| Annual return | -17.23% | -15.45%-1.8pp | -0.04%-17.2pp | - |
| Employer contribution / active EE | $2,921 | $1,875+55.8% | $4,951-41.0% | - |
| Participant deferral / active EE | $5,667 | $2,485+128.1% | $5,637+0.5% | - |
| Admin fee / account holder | $355 | $36,394-99.0% | $14,673-97.6% | - |