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 | $188,734 | $55,472+240.2% | $155,567+21.3% | $74,546+153.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 10.01% | 268.72%-258.7pp | 64.74%-54.7pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $7,814 | $2,269+244.4% | $4,674+67.2% | $2,624+197.7% |
| Participant deferral / active EE | $5,389 | $2,838+89.9% | $5,628-4.2% | $4,347+24.0% |
| Admin fee / account holder | $2,712 | $1,743+55.7% | $15,916-83.0% | $1,944+39.6% |