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 | $27,585 | $49,173-43.9% | $121,098-77.2% | $75,163-63.3% |
| Participation rate | 94.6% | 55.4%+39.2pp | 69.5%+25.1pp | 67.2%+27.4pp |
| Annual return | 9.82% | 55.99%-46.2pp | 985.75%-975.9pp | 160.62%-150.8pp |
| Employer contribution / active EE | $1,202 | $1,546-22.2% | $4,164-71.1% | $2,670-55.0% |
| Participant deferral / active EE | $3,424 | $2,628+30.3% | $4,080-16.1% | $4,125-17.0% |
| Admin fee / account holder | $3,696 | $3,942-6.2% | $5,644-34.5% | $5,651-34.6% |