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 | $80,412 | $74,706+7.6% | $75,696+6.2% | $79,386+1.3% |
| Participation rate | 75.6% | 75.3%+0.2pp | 74.8%+0.8pp | 70.7%+4.9pp |
| Annual return | 16.53% | 18.52%-2.0pp | 104.53%-88.0pp | 116.85%-100.3pp |
| Employer contribution / active EE | $2,229 | $2,590-13.9% | $2,743-18.7% | $2,427-8.2% |
| Participant deferral / active EE | $6,118 | $3,533+73.2% | $3,821+60.1% | $4,046+51.2% |
| Admin fee / account holder | $492 | $374+31.3% | $3,619-86.4% | $626-21.5% |