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 | $97,239 | $22,587+330.5% | $65,255+49.0% | $75,163+29.4% |
| Participation rate | 98.4% | 63.1%+35.3pp | 65.0%+33.5pp | 67.2%+31.2pp |
| Annual return | 8.66% | 71.03%-62.4pp | 47.35%-38.7pp | 160.62%-152.0pp |
| Employer contribution / active EE | $3,008 | $941+219.8% | $1,691+77.9% | $2,670+12.7% |
| Participant deferral / active EE | $5,752 | $1,695+239.3% | $2,831+103.2% | $4,125+39.4% |
| Admin fee / account holder | $956 | $1,876-49.0% | $4,112-76.7% | $5,651-83.1% |