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 | $102,615 | $73,360+39.9% | $177,989-42.3% | $74,495+37.7% |
| Participation rate | 98.7% | 66.6%+32.1pp | 77.1%+21.6pp | 67.2%+31.5pp |
| Annual return | 15.77% | 17.49%-1.7pp | 294.48%-278.7pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $2,951 | $2,216+33.1% | $3,949-25.3% | $2,623+12.5% |
| Participant deferral / active EE | $7,602 | $4,513+68.4% | $6,276+21.1% | $4,346+74.9% |
| Admin fee / account holder | $530 | $1,808-70.7% | $10,363-94.9% | $1,942-72.7% |