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 | $68,939 | $51,197+34.7% | $82,719-16.7% | $66,914+3.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -18.59% | -9.64%-9.0pp | 701.18%-719.8pp | 1.58%-20.2pp |
| Employer contribution / active EE | $7,487 | $2,611+186.8% | $3,009+148.8% | $2,544+194.3% |
| Participant deferral / active EE | $7,692 | $3,458+122.4% | $4,395+75.0% | $4,237+81.5% |
| Admin fee / account holder | $9,438 | $416+2171.2% | $5,329+77.1% | $593+1490.8% |