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 7-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 | $83,087 | $73,867+12.5% | $143,757-42.2% | $68,494+21.3% |
| Participation rate | 98.7% | 66.7%+32.1pp | 80.3%+18.4pp | 67.9%+30.8pp |
| Annual return | 47.83% | 1.01%+46.8pp | -0.04%+47.9pp | -7.84%+55.7pp |
| Employer contribution / active EE | $3,457 | $3,184+8.6% | $4,951-30.2% | $2,596+33.1% |
| Participant deferral / active EE | $5,092 | $3,384+50.4% | $5,637-9.7% | $4,027+26.4% |
| Admin fee / account holder | $357 | $5,755-93.8% | $14,673-97.6% | $5,403-93.4% |