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 | $1,222 |
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 | $76,256 | $76,670-0.5% | $96,683-21.1% | $71,457+6.7% |
| Participation rate | 92.6% | 66.6%+26.0pp | 74.3%+18.2pp | 67.9%+24.6pp |
| Annual return | 16.59% | 48.29%-31.7pp | 35.69%-19.1pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,475 | $3,031-51.3% | $3,737-60.5% | $2,588-43.0% |
| Participant deferral / active EE | $6,870 | $3,771+82.2% | $4,878+40.8% | $4,289+60.2% |
| Admin fee / account holder | $357 | $2,028-82.4% | $6,730-94.7% | $1,587-77.5% |