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 | $154,699 | $93,571+65.3% | $135,903+13.8% | $75,163+105.8% |
| Participation rate | 89.1% | 75.2%+13.9pp | 81.9%+7.2pp | 67.2%+21.9pp |
| Annual return | 11.85% | 30.90%-19.0pp | 68.23%-56.4pp | 160.62%-148.8pp |
| Employer contribution / active EE | $6,591 | $3,537+86.4% | $4,856+35.7% | $2,670+146.9% |
| Participant deferral / active EE | $13,881 | $6,404+116.7% | $7,758+78.9% | $4,125+236.5% |
| Admin fee / account holder | $49,538 | $6,975+610.2% | $10,762+360.3% | $5,651+776.6% |