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 | $127,347 | $77,899+63.5% | $149,673-14.9% | $75,163+69.4% |
| Participation rate | 79.3% | 65.6%+13.8pp | 78.8%+0.6pp | 67.2%+12.2pp |
| Annual return | 17.81% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $3,149 | $3,137+0.4% | $4,818-34.6% | $2,670+17.9% |
| Participant deferral / active EE | $5,902 | $3,411+73.0% | $5,680+3.9% | $4,125+43.1% |
| Admin fee / account holder | $348 | $5,956-94.2% | $13,210-97.4% | $5,651-93.8% |