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 | $108,828 | $81,900+32.9% | $119,609-9.0% | $68,494+58.9% |
| Participation rate | 88.7% | 71.9%+16.8pp | 79.3%+9.4pp | 67.9%+20.8pp |
| Annual return | -16.68% | -23.82%+7.1pp | -14.97%-1.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,938 | $2,693+9.1% | $4,232-30.6% | $2,596+13.2% |
| Participant deferral / active EE | $5,925 | $4,148+42.8% | $5,602+5.8% | $4,027+47.1% |
| Admin fee / account holder | $604 | $6,582-90.8% | $10,323-94.1% | $5,403-88.8% |