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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,271 | $83,884+48.1% | $64,056+94.0% | $74,419+67.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 0.14% | 16.57%-16.4pp | 33.69%-33.6pp | 34.38%-34.2pp |
| Employer contribution / active EE | $1,183 | $3,084-61.6% | $2,747-56.9% | $2,637-55.2% |
| Participant deferral / active EE | $2,878 | $3,692-22.0% | $3,880-25.8% | $4,528-36.4% |
| Admin fee / account holder | $458 | $196+133.8% | $3,068-85.1% | $348+31.7% |