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 | $1,321 |
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 | $39,137 | $39,286-0.4% | $80,716-51.5% | $79,386-50.7% |
| Participation rate | 87.3% | 41.0%+46.4pp | 54.2%+33.1pp | 70.7%+16.6pp |
| Annual return | 10.78% | 98.95%-88.2pp | 87.28%-76.5pp | 116.85%-106.1pp |
| Employer contribution / active EE | $990 | $594+66.8% | $1,160-14.6% | $2,427-59.2% |
| Participant deferral / active EE | $2,913 | $1,264+130.5% | $2,146+35.8% | $4,046-28.0% |
| Admin fee / account holder | $302 | $647-53.3% | $3,380-91.1% | $626-51.8% |