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 9-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 | $33,125 | $37,393-11.4% | $77,024-57.0% | $66,914-50.5% |
| Participation rate | 100.0% | 52.9%+47.1pp | 67.9%+32.1pp | 69.8%+30.2pp |
| Annual return | -16.26% | -3.29%-13.0pp | 42.32%-58.6pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,107 | $1,531+37.6% | $2,812-25.1% | $2,544-17.2% |
| Participant deferral / active EE | $1,710 | $2,617-34.7% | $4,426-61.4% | $4,237-59.6% |
| Admin fee / account holder | $326 | $567-42.5% | $5,425-94.0% | $593-45.0% |