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 | $100,320 | $67,984+47.6% | $65,493+53.2% | $74,304+35.0% |
| Participation rate | 75.5% | 66.3%+9.2pp | 73.1%+2.4pp | 60.3%+15.2pp |
| Annual return | 16.67% | 19.87%-3.2pp | 982.45%-965.8pp | 29.43%-12.8pp |
| Employer contribution / active EE | $2,748 | $2,491+10.3% | $2,574+6.7% | $2,241+22.6% |
| Participant deferral / active EE | $7,096 | $3,346+112.0% | $3,961+79.1% | $3,767+88.4% |
| Admin fee / account holder | $483 | $1,373-64.8% | $5,028-90.4% | $2,969-83.7% |