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 | $155,619 | $101,317+53.6% | $146,958+5.9% | $74,495+108.9% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.3pp | 67.2%+30.2pp |
| Annual return | 19.64% | 8730.91%-8711.3pp | 418.34%-398.7pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $4,909 | $3,810+28.8% | $4,933-0.5% | $2,623+87.1% |
| Participant deferral / active EE | $12,189 | $7,303+66.9% | $8,070+51.0% | $4,346+180.5% |
| Admin fee / account holder | $312 | $1,739-82.0% | $12,998-97.6% | $1,942-83.9% |