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 | $126,735 | $55,415+128.7% | $155,509-18.5% | $74,495+70.1% |
| Participation rate | 77.5% | 61.9%+15.5pp | 78.2%-0.7pp | 67.2%+10.3pp |
| Annual return | 13.48% | 268.50%-255.0pp | 64.67%-51.2pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,874 | $2,267+26.8% | $4,672-38.5% | $2,623+9.6% |
| Participant deferral / active EE | $5,273 | $2,836+85.9% | $5,626-6.3% | $4,346+21.3% |
| Admin fee / account holder | $369 | $1,738-78.8% | $15,912-97.7% | $1,942-81.0% |