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 | $63,043 | $26,194+140.7% | - | $79,858-21.1% |
| Participation rate | 96.1% | 49.4%+46.7pp | - | 69.6%+26.4pp |
| Annual return | 16.21% | 42.01%-25.8pp | - | 31.71%-15.5pp |
| Employer contribution / active EE | $4,376 | $1,555+181.4% | - | $2,471+77.1% |
| Participant deferral / active EE | $8,209 | $1,743+370.8% | - | $3,740+119.5% |
| Admin fee / account holder | $367 | $2,148-82.9% | - | $5,306-93.1% |