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 | $101,499-35.0% | $147,005-55.1% | $74,546-11.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 41.76% | 8732.34%-8690.6pp | 418.76%-377.0pp | 1366.03%-1324.3pp |
| Employer contribution / active EE | $4,856 | $3,811+27.4% | $4,934-1.6% | $2,624+85.0% |
| Participant deferral / active EE | $14,157 | $7,304+93.8% | $8,070+75.4% | $4,347+225.6% |
| Admin fee / account holder | $353 | $1,748-79.8% | $13,006-97.3% | $1,944-81.8% |