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 | $23,122 | $54,320-57.4% | $67,652-65.8% | $52,331-55.8% |
| Participation rate | 73.3% | 73.6%-0.3pp | 75.7%-2.4pp | 68.1%+5.2pp |
| Annual return | -3.59% | 6.81%-10.4pp | 6625.04%-6628.6pp | 4.54%-8.1pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,942 | $2,950-34.2% | $3,560-45.4% | $3,022-35.7% |
| Admin fee / account holder | $346 | $527-34.3% | $4,821-92.8% | $592-41.5% |