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 | $147,022 | $80,724+82.1% | $103,333+42.3% | $74,495+97.4% |
| Participation rate | 83.5% | 65.7%+17.8pp | 74.5%+9.0pp | 67.2%+16.3pp |
| Annual return | 10.93% | 27.56%-16.6pp | 24.88%-14.0pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $5,020 | $3,157+59.0% | $3,868+29.8% | $2,623+91.4% |
| Participant deferral / active EE | $7,021 | $3,860+81.9% | $5,057+38.8% | $4,346+61.6% |
| Admin fee / account holder | $39,349 | $2,368+1561.7% | $8,355+371.0% | $1,942+1926.5% |