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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $95,179 | $99,957-4.8% | $149,696-36.4% | $73,488+29.5% |
| Participation rate | 78.0% | 75.7%+2.3pp | 82.5%-4.5pp | 70.7%+7.3pp |
| Annual return | 17.73% | 53.87%-36.1pp | 276.60%-258.9pp | 28.51%-10.8pp |
| Employer contribution / active EE | $4,460 | $3,191+39.8% | $4,644-4.0% | $2,270+96.5% |
| Participant deferral / active EE | $7,827 | $6,073+28.9% | $6,842+14.4% | $3,740+109.3% |
| Admin fee / account holder | $300 | $551-45.5% | $9,309-96.8% | $513-41.5% |