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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,325 | $63,114-63.0% | $92,893-74.9% | $65,185-64.2% |
| Participation rate | 94.1% | 68.8%+25.3pp | 76.0%+18.1pp | 70.2%+23.9pp |
| Annual return | 5.03% | 28.75%-23.7pp | 109.41%-104.4pp | 29.38%-24.3pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,761 | $3,108-43.3% | $4,236-58.4% | $3,514-49.9% |
| Admin fee / account holder | $302 | $624-51.6% | $5,794-94.8% | $847-64.4% |