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 9-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 | $166,101 | $73,867+124.9% | $143,757+15.5% | $68,494+142.5% |
| Participation rate | 96.6% | 66.7%+30.0pp | 80.3%+16.3pp | 67.9%+28.7pp |
| Annual return | -13.50% | 1.01%-14.5pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $8,421 | $3,184+164.5% | $4,951+70.1% | $2,596+224.4% |
| Participant deferral / active EE | $6,998 | $3,384+106.8% | $5,637+24.1% | $4,027+73.8% |
| Admin fee / account holder | $581 | $5,755-89.9% | $14,673-96.0% | $5,403-89.2% |