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 | $60,677 | $87,037-30.3% | $106,201-42.9% | $80,874-25.0% |
| Participation rate | 99.0% | 70.4%+28.5pp | 75.3%+23.7pp | 67.6%+31.3pp |
| Annual return | 16.32% | 17.05%-0.7pp | 116.26%-99.9pp | 35.62%-19.3pp |
| Employer contribution / active EE | $2,370 | $2,396-1.1% | $3,170-25.2% | $2,756-14.0% |
| Participant deferral / active EE | $4,016 | $3,986+0.7% | $5,012-19.9% | $4,297-6.5% |
| Admin fee / account holder | $327 | $8,434-96.1% | $11,039-97.0% | $6,935-95.3% |