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 | $90,126 | $24,730+264.4% | $66,042+36.5% | $84,808+6.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 68.3%+31.7pp |
| Annual return | 10.00% | 79.55%-69.5pp | 52.11%-42.1pp | 40.90%-30.9pp |
| Employer contribution / active EE | $4,708 | $857+449.6% | $1,579+198.1% | $2,631+79.0% |
| Participant deferral / active EE | $6,141 | $1,737+253.6% | $2,835+116.6% | $4,212+45.8% |
| Admin fee / account holder | $12,436 | $3,014+312.6% | $5,747+116.4% | $7,344+69.3% |