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 | $181,850 | $101,317+79.5% | $146,958+23.7% | $74,495+144.1% |
| Participation rate | 94.9% | 75.5%+19.4pp | 82.2%+12.8pp | 67.2%+27.7pp |
| Annual return | 13.92% | 8730.91%-8717.0pp | 418.34%-404.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $15,463 | $3,810+305.8% | $4,933+213.5% | $2,623+489.5% |
| Participant deferral / active EE | $9,578 | $7,303+31.1% | $8,070+18.7% | $4,346+120.4% |
| Admin fee / account holder | $559 | $1,739-67.9% | $12,998-95.7% | $1,942-71.2% |