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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,395 | $58,879-28.0% | $178,490-76.2% | $73,488-42.3% |
| Participation rate | 79.3% | 66.2%+13.1pp | 81.9%-2.6pp | 70.7%+8.7pp |
| Annual return | 9.18% | 24.86%-15.7pp | 151.07%-141.9pp | 28.51%-19.3pp |
| Employer contribution / active EE | $1,937 | $2,236-13.4% | $5,011-61.3% | $2,270-14.7% |
| Participant deferral / active EE | $2,606 | $2,567+1.5% | $5,202-49.9% | $3,740-30.3% |
| Admin fee / account holder | $307 | $400-23.4% | $13,984-97.8% | $513-40.2% |