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 | $80,321 | $95,274-15.7% | $135,903-40.9% | $74,419+7.9% |
| Participation rate | 91.0% | 78.2%+12.8pp | 81.9%+9.1pp | 70.7%+20.2pp |
| Annual return | 17.30% | 32.77%-15.5pp | 68.23%-50.9pp | 34.38%-17.1pp |
| Employer contribution / active EE | $3,415 | $3,874-11.9% | $4,856-29.7% | $2,637+29.5% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $386 | $266+45.1% | $10,762-96.4% | $348+11.0% |