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 | $67,521 | $105,181-35.8% | $159,436-57.7% | $85,850-21.3% |
| Participation rate | 96.5% | 75.8%+20.7pp | 82.8%+13.7pp | 69.3%+27.2pp |
| Annual return | 11.73% | 45.07%-33.3pp | 263.57%-251.8pp | 318.53%-306.8pp |
| Employer contribution / active EE | $3,867 | $3,318+16.5% | $4,829-19.9% | $2,565+50.8% |
| Participant deferral / active EE | $7,972 | $5,945+34.1% | $7,352+8.4% | $3,952+101.7% |
| Admin fee / account holder | $10,297 | $6,933+48.5% | $10,799-4.6% | $6,260+64.5% |