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 | $99,160 | $80,717+22.8% | $154,803-35.9% | $84,808+16.9% |
| Participation rate | 98.7% | 66.8%+31.9pp | 78.1%+20.6pp | 68.3%+30.4pp |
| Annual return | -34.08% | 37.96%-72.0pp | 58.88%-93.0pp | 40.90%-75.0pp |
| Employer contribution / active EE | $7,528 | $2,761+172.6% | $4,305+74.8% | $2,631+186.1% |
| Participant deferral / active EE | $6,160 | $3,303+86.5% | $5,540+11.2% | $4,212+46.3% |
| Admin fee / account holder | $2,967 | $6,746-56.0% | $14,329-79.3% | $7,344-59.6% |