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 | $101,631 | $63,346+60.4% | $92,233+10.2% | $70,131+44.9% |
| Participation rate | 92.5% | 68.7%+23.8pp | 76.5%+16.0pp | 69.5%+22.9pp |
| Annual return | 12.40% | 530.12%-517.7pp | 176.28%-163.9pp | 73.14%-60.7pp |
| Employer contribution / active EE | $9,985 | $2,471+304.1% | $3,679+171.4% | $2,342+326.3% |
| Participant deferral / active EE | $1,531 | $2,854-46.3% | $3,897-60.7% | $3,332-54.0% |
| Admin fee / account holder | $9,951 | $3,840+159.1% | $5,194+91.6% | $4,645+114.2% |