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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,887 | $69,362-48.3% | $101,248-64.6% | $73,488-51.2% |
| Participation rate | 94.0% | 68.4%+25.6pp | 75.8%+18.2pp | 70.7%+23.4pp |
| Annual return | 12.20% | 18.46%-6.3pp | 46.47%-34.3pp | 28.51%-16.3pp |
| Employer contribution / active EE | $664 | $2,628-74.7% | $3,660-81.8% | $2,270-70.7% |
| Participant deferral / active EE | $3,721 | $3,300+12.8% | $4,370-14.9% | $3,740-0.5% |
| Admin fee / account holder | $310 | $704-56.0% | $5,945-94.8% | $513-39.7% |