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 | $10,535 | $57,016-81.5% | $84,966-87.6% | $80,856-87.0% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 16.87% | 21.66%-4.8pp | 66.38%-49.5pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,012 | $1,798+11.9% | $2,727-26.2% | $2,755-27.0% |
| Participant deferral / active EE | $1,147 | $3,110-63.1% | $4,519-74.6% | $4,296-73.3% |
| Admin fee / account holder | $346 | $4,980-93.1% | $6,149-94.4% | $6,918-95.0% |