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 | $149,496 | $87,870+70.1% | $113,168+32.1% | $74,304+101.2% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 5.10% | 26.44%-21.3pp | 24.27%-19.2pp | 29.43%-24.3pp |
| Employer contribution / active EE | $9,646 | $2,277+323.6% | $2,975+224.2% | $2,241+330.4% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $425 | $3,368-87.4% | $12,068-96.5% | $2,969-85.7% |