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 | $76,913 | $84,487-9.0% | $125,339-38.6% | $66,914+14.9% |
| Participation rate | 77.1% | 76.4%+0.7pp | 82.4%-5.3pp | 69.8%+7.3pp |
| Annual return | -17.14% | -8.39%-8.8pp | 572.05%-589.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,341 | $3,553-62.2% | $4,814-72.1% | $2,544-47.3% |
| Participant deferral / active EE | $7,427 | $6,781+9.5% | $7,446-0.3% | $4,237+75.3% |
| Admin fee / account holder | $493 | $685-28.0% | $10,010-95.1% | $593-16.9% |