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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,637 | $86,944-29.1% | $107,525-42.7% | $74,304-17.0% |
| Participation rate | 93.9% | 59.6%+34.4pp | 75.1%+18.9pp | 60.3%+33.6pp |
| Annual return | 17.30% | 23.52%-6.2pp | 181.32%-164.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $13,026 | $2,757+372.5% | $3,754+247.0% | $2,241+481.2% |
| Participant deferral / active EE | $3,366 | $3,554-5.3% | $5,116-34.2% | $3,767-10.6% |
| Admin fee / account holder | $312 | $3,727-91.6% | $8,919-96.5% | $2,969-89.5% |