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 | $130,870 | $63,904+104.8% | $89,340+46.5% | $67,986+92.5% |
| Participation rate | 80.5% | 54.3%+26.2pp | 69.6%+10.9pp | 57.2%+23.3pp |
| Annual return | 18.61% | 18.09%+0.5pp | 20.57%-2.0pp | 31.67%-13.1pp |
| Employer contribution / active EE | $2,892 | $1,627+77.7% | $2,231+29.6% | $2,019+43.3% |
| Participant deferral / active EE | $7,302 | $2,691+171.4% | $3,823+91.0% | $3,358+117.5% |
| Admin fee / account holder | $483 | $3,315-85.4% | $6,704-92.8% | $3,203-84.9% |