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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,860 | $68,346+65.1% | $94,646+19.2% | $75,163+50.2% |
| Participation rate | 93.9% | 76.1%+17.8pp | 80.8%+13.1pp | 67.2%+26.7pp |
| Annual return | 13.78% | 616.93%-603.1pp | 156.71%-142.9pp | 160.62%-146.8pp |
| Employer contribution / active EE | $4,904 | $2,701+81.6% | $3,672+33.6% | $2,670+83.7% |
| Participant deferral / active EE | $6,040 | $6,537-7.6% | $7,418-18.6% | $4,125+46.4% |
| Admin fee / account holder | $20,279 | $5,326+280.8% | $7,231+180.5% | $5,651+258.9% |