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 | $100,954 | $62,127+62.5% | $81,382+24.0% | $74,495+35.5% |
| Participation rate | 96.5% | 64.0%+32.5pp | 69.5%+27.0pp | 67.2%+29.3pp |
| Annual return | 10.75% | 16.48%-5.7pp | 24.73%-14.0pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $4,332 | $1,882+130.2% | $2,463+75.9% | $2,623+65.2% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1,160 | $1,934-40.0% | $5,768-79.9% | $1,942-40.3% |