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 | $72,770 | $106,028-31.4% | $146,958-50.5% | $77,643-6.3% |
| Participation rate | 86.7% | 78.4%+8.4pp | 82.2%+4.6pp | 70.6%+16.2pp |
| Annual return | 31.40% | 56.73%-25.3pp | 418.34%-386.9pp | 31.24%+0.2pp |
| Employer contribution / active EE | $5,000 | $4,063+23.1% | $4,933+1.4% | $2,726+83.4% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $398 | $337+17.9% | $12,998-96.9% | $430-7.5% |