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 | $122,752 | $99,957+22.8% | $149,696-18.0% | $73,488+67.0% |
| Participation rate | 83.5% | 75.7%+7.8pp | 82.5%+1.0pp | 70.7%+12.8pp |
| Annual return | 13.32% | 53.87%-40.6pp | 276.60%-263.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $4,447 | $3,191+39.4% | $4,644-4.2% | $2,270+95.9% |
| Participant deferral / active EE | $8,658 | $6,073+42.6% | $6,842+26.6% | $3,740+131.5% |
| Admin fee / account holder | $13,064 | $551+2272.3% | $9,309+40.3% | $513+2446.3% |