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 | $19,998 | $47,722-58.1% | $82,719-75.8% | $64,808-69.1% |
| Participation rate | 100.0% | 67.6%+32.4pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -11.39% | -13.05%+1.7pp | 701.18%-712.6pp | 32.82%-44.2pp |
| Employer contribution / active EE | $951 | $2,179-56.3% | $3,009-68.4% | $2,506-62.0% |
| Participant deferral / active EE | $1,340 | $3,329-59.8% | $4,395-69.5% | $4,310-68.9% |
| Admin fee / account holder | $2,549 | $143+1683.0% | $5,329-52.2% | $188+1257.1% |