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 | $157,041 | $82,978+89.3% | $129,995+20.8% | $71,457+119.8% |
| Participation rate | 98.1% | 74.1%+24.0pp | 78.5%+19.6pp | 67.9%+30.2pp |
| Annual return | 3.86% | 20.60%-16.7pp | -137.18%+141.0pp | 28.85%-25.0pp |
| Employer contribution / active EE | $1,143 | $2,622-56.4% | $4,320-73.5% | $2,588-55.8% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $7,718 | $1,729+346.4% | $10,614-27.3% | $1,587+386.2% |