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 | $142,058 | $85,202+66.7% | $172,739-17.8% | $72,985+94.6% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 14.32% | 27.32%-13.0pp | 802.84%-788.5pp | 81.00%-66.7pp |
| Employer contribution / active EE | $4,421 | $3,324+33.0% | $5,143-14.0% | $2,440+81.2% |
| Participant deferral / active EE | $4,980 | $3,260+52.8% | $5,198-4.2% | $3,607+38.1% |
| Admin fee / account holder | $8,729 | $5,884+48.4% | $13,954-37.4% | $5,124+70.3% |