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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,555 | $39,019+57.8% | $80,716-23.7% | $85,850-28.3% |
| Participation rate | 91.5% | 41.5%+50.0pp | 54.2%+37.4pp | 69.3%+22.2pp |
| Annual return | 17.78% | 26.27%-8.5pp | 87.28%-69.5pp | 318.53%-300.8pp |
| Employer contribution / active EE | $3,602 | $722+398.8% | $1,160+210.5% | $2,565+40.4% |
| Participant deferral / active EE | $1,853 | $1,326+39.8% | $2,146-13.6% | $3,952-53.1% |
| Admin fee / account holder | $335 | $2,431-86.2% | $3,380-90.1% | $6,260-94.6% |