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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $192 |
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 | $48,961 | $42,353+15.6% | $79,550-38.5% | $64,808-24.5% |
| Participation rate | 95.3% | 64.8%+30.5pp | 69.5%+25.8pp | 71.5%+23.8pp |
| Annual return | -17.06% | -12.24%-4.8pp | 0.16%-17.2pp | 32.82%-49.9pp |
| Employer contribution / active EE | $2,354 | $1,181+99.4% | $2,413-2.5% | $2,506-6.1% |
| Participant deferral / active EE | $4,375 | $3,170+38.0% | $3,985+9.8% | $4,310+1.5% |
| Admin fee / account holder | $304 | $160+90.6% | $6,832-95.5% | $188+62.0% |