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 | $82,133 | $69,763+17.7% | $67,502+21.7% | $74,495+10.3% |
| Participation rate | 76.9% | 71.4%+5.5pp | 72.9%+4.0pp | 67.2%+9.7pp |
| Annual return | 14.52% | -40.34%+54.9pp | 3512.12%-3497.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,689 | $2,704-0.6% | $2,731-1.5% | $2,623+2.5% |
| Participant deferral / active EE | $7,225 | $3,636+98.7% | $4,000+80.6% | $4,346+66.3% |
| Admin fee / account holder | $501 | $896-44.0% | $3,998-87.5% | $1,942-74.2% |