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 | $59,005 | $60,989-3.3% | $60,874-3.1% | $66,914-11.8% |
| Participation rate | 77.7% | 74.5%+3.2pp | 73.1%+4.6pp | 69.8%+7.9pp |
| Annual return | -17.00% | -9.60%-7.4pp | 16.90%-33.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,317 | $2,661-12.9% | $2,701-14.2% | $2,544-8.9% |
| Participant deferral / active EE | $6,469 | $3,615+79.0% | $3,817+69.5% | $4,237+52.7% |
| Admin fee / account holder | $353 | $338+4.3% | $3,224-89.0% | $593-40.5% |