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 | $102,524 | $105,181-2.5% | $159,436-35.7% | $85,850+19.4% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.8%+16.0pp | 69.3%+29.5pp |
| Annual return | 10.46% | 45.07%-34.6pp | 263.57%-253.1pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,571 | $3,318-52.6% | $4,829-67.5% | $2,565-38.7% |
| Participant deferral / active EE | $5,287 | $5,945-11.1% | $7,352-28.1% | $3,952+33.8% |
| Admin fee / account holder | $6,549 | $6,933-5.5% | $10,799-39.4% | $6,260+4.6% |