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 | $193,352 | $86,655+123.1% | $119,609+61.7% | $66,914+189.0% |
| Participation rate | 99.5% | 75.6%+24.0pp | 79.3%+20.3pp | 69.8%+29.7pp |
| Annual return | 36.24% | -8.00%+44.2pp | -14.97%+51.2pp | 1.58%+34.7pp |
| Employer contribution / active EE | $11,226 | $2,536+342.7% | $4,232+165.3% | $2,544+341.2% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $75,610 | $755+9918.3% | $10,323+632.4% | $593+12644.9% |