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 | $210,068 | $100,923+108.1% | $150,045+40.0% | $74,304+182.7% |
| Participation rate | 99.6% | 70.1%+29.5pp | 82.3%+17.3pp | 60.3%+39.2pp |
| Annual return | 18.96% | 51.77%-32.8pp | 62.55%-43.6pp | 29.43%-10.5pp |
| Employer contribution / active EE | $12,438 | $3,463+259.1% | $4,693+165.0% | $2,241+455.0% |
| Participant deferral / active EE | $10,939 | $6,709+63.0% | $7,997+36.8% | $3,767+190.4% |
| Admin fee / account holder | $602 | $2,767-78.2% | $13,435-95.5% | $2,969-79.7% |