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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,304 | $84,936-3.1% | $111,297-26.1% | $79,386+3.7% |
| Participation rate | 98.1% | 75.9%+22.2pp | 77.3%+20.7pp | 70.7%+27.4pp |
| Annual return | 11.14% | 17.45%-6.3pp | 54.65%-43.5pp | 116.85%-105.7pp |
| Employer contribution / active EE | $1,430 | $1,979-27.8% | $2,731-47.6% | $2,427-41.1% |
| Participant deferral / active EE | $8,412 | $3,888+116.4% | $4,487+87.5% | $4,046+107.9% |
| Admin fee / account holder | $321 | $537-40.3% | $7,964-96.0% | $626-48.8% |