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 | $181,666 | $94,833+91.6% | $75,696+140.0% | $86,799+109.3% |
| Participation rate | 90.0% | 79.1%+10.9pp | 74.8%+15.1pp | 72.3%+17.7pp |
| Annual return | 28.21% | 16.91%+11.3pp | 104.53%-76.3pp | 97.91%-69.7pp |
| Employer contribution / active EE | $1,190 | $2,904-59.0% | $2,743-56.6% | $2,405-50.5% |
| Participant deferral / active EE | $3,188 | $3,632-12.2% | $3,821-16.6% | $4,131-22.8% |
| Admin fee / account holder | $308 | $109+183.7% | $3,619-91.5% | $170+81.7% |