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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,191 | $95,880-25.7% | $107,525-33.8% | $85,563-16.8% |
| Participation rate | 90.4% | 70.1%+20.3pp | 75.1%+15.4pp | 66.0%+24.5pp |
| Annual return | 8.37% | 68.06%-59.7pp | 181.32%-172.9pp | 31.51%-23.1pp |
| Employer contribution / active EE | $8,456 | $3,812+121.8% | $3,754+125.3% | $2,654+218.7% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $416 | $1,025-59.5% | $8,919-95.3% | $834-50.2% |