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 | $105,115 | $89,355+17.6% | $141,162-25.5% | $72,985+44.0% |
| Participation rate | 98.9% | 75.1%+23.8pp | 82.5%+16.4pp | 69.5%+29.4pp |
| Annual return | 6.15% | 111.85%-105.7pp | 71.39%-65.2pp | 81.00%-74.9pp |
| Employer contribution / active EE | $9,064 | $3,114+191.1% | $4,735+91.4% | $2,440+271.5% |
| Participant deferral / active EE | $7,875 | $5,418+45.3% | $6,709+17.4% | $3,607+118.3% |
| Admin fee / account holder | $1,568 | $5,958-73.7% | $10,261-84.7% | $5,124-69.4% |