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 15 · EIN 01-0233346 | Recordkeeping | $756 |
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 | $109,072 | $88,360+23.4% | $145,433-25.0% | $67,986+60.4% |
| Participation rate | 74.9% | 65.5%+9.4pp | 82.1%-7.3pp | 57.2%+17.6pp |
| Annual return | 22.27% | 63.15%-40.9pp | 66.58%-44.3pp | 31.67%-9.4pp |
| Employer contribution / active EE | $5,221 | $3,054+70.9% | $4,554+14.6% | $2,019+158.6% |
| Participant deferral / active EE | $9,005 | $5,932+51.8% | $7,897+14.0% | $3,358+168.2% |
| Admin fee / account holder | $607 | $3,313-81.7% | $13,129-95.4% | $3,203-81.0% |