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 8-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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $155 |
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 | $65,981 | $101,317-34.9% | $146,958-55.1% | $74,495-11.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 41.76% | 8730.91%-8689.2pp | 418.34%-376.6pp | 1364.94%-1323.2pp |
| Employer contribution / active EE | $4,856 | $3,810+27.4% | $4,933-1.6% | $2,623+85.1% |
| Participant deferral / active EE | $14,157 | $7,303+93.8% | $8,070+75.4% | $4,346+225.8% |
| Admin fee / account holder | $353 | $1,739-79.7% | $12,998-97.3% | $1,942-81.8% |