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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $857 |
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 | $64,922 | $64,119+1.3% | $112,228-42.2% | $66,914-3.0% |
| Participation rate | 98.5% | 68.5%+30.1pp | 75.1%+23.5pp | 69.8%+28.7pp |
| Annual return | -15.70% | -13.81%-1.9pp | 27.45%-43.1pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,422 | $3,005-52.7% | $3,635-60.9% | $2,544-44.1% |
| Participant deferral / active EE | $6,740 | $3,693+82.5% | $4,728+42.5% | $4,237+59.1% |
| Admin fee / account holder | $341 | $625-45.4% | $6,410-94.7% | $593-42.5% |