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 | $67,423 | $66,124+2.0% | $90,404-25.4% | $73,488-8.3% |
| Participation rate | 96.4% | 69.7%+26.7pp | 72.7%+23.7pp | 70.7%+25.7pp |
| Annual return | 14.18% | 17.65%-3.5pp | 1293.02%-1278.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $2,152 | $2,346-8.3% | $3,262-34.0% | $2,270-5.2% |
| Participant deferral / active EE | $6,491 | $3,039+113.6% | $3,963+63.8% | $3,740+73.6% |
| Admin fee / account holder | $935 | $396+136.1% | $5,611-83.3% | $513+82.3% |