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 | $235,356 | $80,717+191.6% | $154,803+52.0% | $84,808+177.5% |
| Participation rate | 98.4% | 66.8%+31.6pp | 78.1%+20.4pp | 68.3%+30.1pp |
| Annual return | 9.06% | 37.96%-28.9pp | 58.88%-49.8pp | 40.90%-31.8pp |
| Employer contribution / active EE | $9,269 | $2,761+235.7% | $4,305+115.3% | $2,631+252.3% |
| Participant deferral / active EE | $5,157 | $3,303+56.1% | $5,540-6.9% | $4,212+22.4% |
| Admin fee / account holder | $12,161 | $6,746+80.3% | $14,329-15.1% | $7,344+65.6% |