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 8-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 | $27,157 | $73,867-63.2% | $143,757-81.1% | $68,494-60.4% |
| Participation rate | 84.4% | 66.7%+17.8pp | 80.3%+4.1pp | 67.9%+16.6pp |
| Annual return | -18.81% | 1.01%-19.8pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,166 | $3,184-32.0% | $4,951-56.3% | $2,596-16.6% |
| Participant deferral / active EE | $4,341 | $3,384+28.3% | $5,637-23.0% | $4,027+7.8% |
| Admin fee / account holder | $387 | $5,755-93.3% | $14,673-97.4% | $5,403-92.8% |