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 | $65,561+99.6% | $91,541+43.0% | $74,304+76.1% |
| Participation rate | 80.5% | 56.6%+23.9pp | 69.8%+10.7pp | 60.3%+20.2pp |
| Annual return | 18.61% | 17.68%+0.9pp | 20.50%-1.9pp | 29.43%-10.8pp |
| Employer contribution / active EE | $2,892 | $1,717+68.4% | $2,505+15.5% | $2,241+29.0% |
| Participant deferral / active EE | $7,302 | $2,918+150.2% | $4,008+82.2% | $3,767+93.8% |
| Admin fee / account holder | $483 | $3,333-85.5% | $6,956-93.1% | $2,969-83.7% |