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 | $66,622 | $65,435+1.8% | $86,677-23.1% | $66,914-0.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -15.88% | -10.89%-5.0pp | 35.91%-51.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,894 | $2,153+34.4% | $2,836+2.0% | $2,544+13.8% |
| Participant deferral / active EE | $8,024 | $4,100+95.7% | $4,656+72.4% | $4,237+89.4% |
| Admin fee / account holder | $319 | $642-50.3% | $7,493-95.7% | $593-46.2% |