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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,996 | $95,274-40.2% | $135,903-58.1% | $74,419-23.4% |
| Participation rate | 87.6% | 78.2%+9.4pp | 81.9%+5.7pp | 70.7%+16.9pp |
| Annual return | 8.50% | 32.77%-24.3pp | 68.23%-59.7pp | 34.38%-25.9pp |
| Employer contribution / active EE | $4,264 | $3,874+10.0% | $4,856-12.2% | $2,637+61.7% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $737 | $266+176.8% | $10,762-93.2% | $348+111.7% |