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 | $96,841 | $56,423+71.6% | $77,163+25.5% | $71,457+35.5% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 16.24% | 19.05%-2.8pp | 37.87%-21.6pp | 28.85%-12.6pp |
| Employer contribution / active EE | $4,524 | $1,866+142.4% | $2,535+78.5% | $2,588+74.8% |
| Participant deferral / active EE | $0 | $3,142-100.0% | $3,833-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1,058 | $1,429-25.9% | $5,472-80.7% | $1,587-33.3% |