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 | $107,157 | $79,171+35.3% | $102,423+4.6% | $74,495+43.8% |
| Participation rate | 89.3% | 74.8%+14.5pp | 76.5%+12.8pp | 67.2%+22.1pp |
| Annual return | 12.19% | 54.93%-42.7pp | 29.32%-17.1pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $3,630 | $2,362+53.6% | $3,023+20.1% | $2,623+38.4% |
| Participant deferral / active EE | $10,109 | $4,415+129.0% | $5,053+100.1% | $4,346+132.6% |
| Admin fee / account holder | $411 | $2,001-79.5% | $9,451-95.7% | $1,942-78.9% |