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 | $136,667 | $105,181+29.9% | $159,436-14.3% | $85,850+59.2% |
| Participation rate | 93.4% | 75.8%+17.7pp | 82.8%+10.6pp | 69.3%+24.1pp |
| Annual return | 12.00% | 45.07%-33.1pp | 263.57%-251.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $10,239 | $3,318+208.6% | $4,829+112.0% | $2,565+299.2% |
| Participant deferral / active EE | $7,869 | $5,945+32.4% | $7,352+7.0% | $3,952+99.1% |
| Admin fee / account holder | $3,574 | $6,933-48.5% | $10,799-66.9% | $6,260-42.9% |