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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,593 | $89,652-14.6% | $141,162-45.7% | $65,185+17.5% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.5%+6.4pp | 70.2%+18.7pp |
| Annual return | 23.12% | 32.79%-9.7pp | 71.39%-48.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $2,780 | $3,065-9.3% | $4,735-41.3% | $2,177+27.7% |
| Participant deferral / active EE | $4,497 | $5,691-21.0% | $6,709-33.0% | $3,514+28.0% |
| Admin fee / account holder | $435 | $569-23.4% | $10,261-95.8% | $847-48.6% |