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 | $1,424 |
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 | $71,160 | $59,417+19.8% | $93,606-24.0% | $74,495-4.5% |
| Participation rate | 89.4% | 59.7%+29.8pp | 68.7%+20.7pp | 67.2%+22.2pp |
| Annual return | 11.66% | 81.83%-70.2pp | 133.20%-121.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,488 | $1,264+96.9% | $2,420+2.8% | $2,623-5.1% |
| Participant deferral / active EE | $4,409 | $3,050+44.6% | $4,4110% | $4,346+1.5% |
| Admin fee / account holder | $513 | $3,021-83.0% | $8,285-93.8% | $1,942-73.6% |