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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,665 | $69,362+131.6% | $101,248+58.7% | $73,488+118.6% |
| Participation rate | 74.9% | 68.4%+6.5pp | 75.8%-0.9pp | 70.7%+4.2pp |
| Annual return | 15.70% | 18.46%-2.8pp | 46.47%-30.8pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,906 | $2,628+10.6% | $3,660-20.6% | $2,270+28.0% |
| Participant deferral / active EE | $5,700 | $3,300+72.7% | $4,370+30.4% | $3,740+52.4% |
| Admin fee / account holder | $408 | $704-42.1% | $5,945-93.1% | $513-20.5% |