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 | $122,924 | $57,281+114.6% | $86,612+41.9% | $75,163+63.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.29% | 2670.75%-2658.5pp | 591.07%-578.8pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,925 | $2,314-16.8% | $3,022-36.3% | $2,670-27.9% |
| Participant deferral / active EE | $2,353 | $3,318-29.1% | $4,438-47.0% | $4,125-43.0% |
| Admin fee / account holder | $29,486 | $4,112+617.1% | $5,614+425.2% | $5,651+421.8% |