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 | $167,768 | $104,475+60.6% | $159,436+5.2% | $79,386+111.3% |
| Participation rate | 98.3% | 76.6%+21.7pp | 82.8%+15.5pp | 70.7%+27.6pp |
| Annual return | 16.24% | 67.95%-51.7pp | 263.57%-247.3pp | 116.85%-100.6pp |
| Employer contribution / active EE | $9,160 | $3,417+168.1% | $4,829+89.7% | $2,427+277.4% |
| Participant deferral / active EE | $7,232 | $6,467+11.8% | $7,352-1.6% | $4,046+78.8% |
| Admin fee / account holder | $622 | $711-12.5% | $10,799-94.2% | $626-0.7% |