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 | $105,008 | $59,417+76.7% | $93,606+12.2% | $74,495+41.0% |
| Participation rate | 83.7% | 59.7%+24.0pp | 68.7%+14.9pp | 67.2%+16.5pp |
| Annual return | 10.20% | 81.83%-71.6pp | 133.20%-123.0pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,852 | $1,264+46.6% | $2,420-23.5% | $2,623-29.4% |
| Participant deferral / active EE | $2,461 | $3,050-19.3% | $4,411-44.2% | $4,346-43.4% |
| Admin fee / account holder | $7,776 | $3,021+157.4% | $8,285-6.1% | $1,942+300.5% |