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 | $152,293 | $65,365+133.0% | $92,893+63.9% | $72,985+108.7% |
| Participation rate | 94.9% | 68.3%+26.6pp | 76.0%+18.9pp | 69.5%+25.4pp |
| Annual return | 3.28% | 42.10%-38.8pp | 109.41%-106.1pp | 81.00%-77.7pp |
| Employer contribution / active EE | $8,185 | $2,594+215.5% | $3,653+124.1% | $2,440+235.5% |
| Participant deferral / active EE | $1,823 | $3,128-41.7% | $4,236-57.0% | $3,607-49.5% |
| Admin fee / account holder | $10,740 | $4,251+152.6% | $5,794+85.4% | $5,124+109.6% |