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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,352 | $100,801-28.2% | $149,696-51.7% | $73,409-1.4% |
| Participation rate | 78.1% | 77.7%+0.4pp | 82.5%-4.4pp | 72.2%+5.9pp |
| Annual return | 22.23% | 265.34%-243.1pp | 276.60%-254.4pp | 59.29%-37.1pp |
| Employer contribution / active EE | $4,025 | $3,312+21.6% | $4,644-13.3% | $2,234+80.2% |
| Participant deferral / active EE | $8,799 | $6,404+37.4% | $6,842+28.6% | $3,805+131.2% |
| Admin fee / account holder | $387 | $181+114.3% | $9,309-95.8% | $158+145.4% |