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 | $221,305 | $73,638+200.5% | $95,952+130.6% | $73,488+201.1% |
| Participation rate | 96.5% | 76.2%+20.3pp | 77.1%+19.4pp | 70.7%+25.8pp |
| Annual return | 8.97% | 16.78%-7.8pp | 91.61%-82.6pp | 28.51%-19.5pp |
| Employer contribution / active EE | $599 | $1,863-67.8% | $2,541-76.4% | $2,270-73.6% |
| Participant deferral / active EE | $12,965 | $3,617+258.4% | $4,167+211.1% | $3,740+246.7% |
| Admin fee / account holder | $487 | $482+0.9% | $6,795-92.8% | $513-5.1% |