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 | $74,795 | $65,557+14.1% | $64,056+16.8% | $71,457+4.7% |
| Participation rate | 78.0% | 73.2%+4.9pp | 72.3%+5.7pp | 67.9%+10.1pp |
| Annual return | 20.62% | 18.94%+1.7pp | 33.69%-13.1pp | 28.85%-8.2pp |
| Employer contribution / active EE | $2,540 | $2,669-4.8% | $2,747-7.5% | $2,588-1.9% |
| Participant deferral / active EE | $7,312 | $3,626+101.7% | $3,880+88.4% | $4,289+70.5% |
| Admin fee / account holder | $386 | $616-37.3% | $3,068-87.4% | $1,587-75.7% |