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 | $66,318 | $63,745+4.0% | $98,442-32.6% | $79,386-16.5% |
| Participation rate | 99.1% | 69.9%+29.2pp | 73.3%+25.8pp | 70.7%+28.4pp |
| Annual return | 12.30% | 625.80%-613.5pp | 1492.73%-1480.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $2,129 | $2,557-16.7% | $2,960-28.1% | $2,427-12.3% |
| Participant deferral / active EE | $7,006 | $3,303+112.1% | $4,276+63.8% | $4,046+73.2% |
| Admin fee / account holder | $972 | $516+88.5% | $5,949-83.7% | $626+55.1% |