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 | $188,237 | $93,571+101.2% | $135,903+38.5% | $75,163+150.4% |
| Participation rate | 91.3% | 75.2%+16.1pp | 81.9%+9.4pp | 67.2%+24.1pp |
| Annual return | 17.08% | 30.90%-13.8pp | 68.23%-51.2pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,231 | $3,537-36.9% | $4,856-54.1% | $2,670-16.4% |
| Participant deferral / active EE | $9,599 | $6,404+49.9% | $7,758+23.7% | $4,125+132.7% |
| Admin fee / account holder | $839 | $6,975-88.0% | $10,762-92.2% | $5,651-85.2% |