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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,365 | $59,584-79.2% | $86,874-85.8% | $79,386-84.4% |
| Participation rate | 86.0% | 67.7%+18.3pp | 71.6%+14.3pp | 70.7%+15.2pp |
| Annual return | 63.89% | 23.15%+40.7pp | 63.52%+0.4pp | 116.85%-53.0pp |
| Employer contribution / active EE | $947 | $1,768-46.4% | $2,495-62.0% | $2,427-61.0% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $653 | $604+8.1% | $5,828-88.8% | $626+4.3% |