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 | $81,166 | $95,416-14.9% | $185,823-56.3% | $85,850-5.5% |
| Participation rate | 89.0% | 68.8%+20.2pp | 81.7%+7.3pp | 69.3%+19.7pp |
| Annual return | 13.34% | 23.59%-10.2pp | 122.05%-108.7pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,772 | $3,314-46.5% | $5,167-65.7% | $2,565-30.9% |
| Participant deferral / active EE | $2,983 | $3,423-12.9% | $5,568-46.4% | $3,952-24.5% |
| Admin fee / account holder | $511 | $7,213-92.9% | $16,237-96.9% | $6,260-91.8% |