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 | $59,009 | $84,487-30.2% | $125,339-52.9% | $66,914-11.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.74% | -8.39%-8.3pp | 572.05%-588.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $3,274 | $3,553-7.8% | $4,814-32.0% | $2,544+28.7% |
| Participant deferral / active EE | $10,045 | $6,781+48.1% | $7,446+34.9% | $4,237+137.1% |
| Admin fee / account holder | $308 | $685-55.0% | $10,010-96.9% | $593-48.1% |