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 | $120,416 | $60,124+100.3% | $90,404+33.2% | $79,858+50.8% |
| Participation rate | 81.8% | 65.0%+16.8pp | 72.7%+9.1pp | 69.6%+12.2pp |
| Annual return | 4.94% | 71.94%-67.0pp | 1293.02%-1288.1pp | 31.71%-26.8pp |
| Employer contribution / active EE | $1,933 | $2,068-6.5% | $3,262-40.7% | $2,471-21.8% |
| Participant deferral / active EE | $4,027 | $2,938+37.1% | $3,963+1.6% | $3,740+7.7% |
| Admin fee / account holder | $6,405 | $3,976+61.1% | $5,611+14.2% | $5,306+20.7% |