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 | $128,449 | $84,487+52.0% | $125,339+2.5% | $66,914+92.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.80% | -8.39%-9.4pp | 572.05%-589.9pp | 1.58%-19.4pp |
| Employer contribution / active EE | $10,115 | $3,553+184.7% | $4,814+110.1% | $2,544+297.6% |
| Participant deferral / active EE | $9,818 | $6,781+44.8% | $7,446+31.9% | $4,237+131.7% |
| Admin fee / account holder | $541 | $685-21.0% | $10,010-94.6% | $593-8.8% |