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 9-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 | $85,611 | $55,415+54.5% | $155,509-44.9% | $74,495+14.9% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 10.42% | 268.50%-258.1pp | 64.67%-54.2pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $6,513 | $2,267+187.3% | $4,672+39.4% | $2,623+148.3% |
| Participant deferral / active EE | $3,848 | $2,836+35.7% | $5,626-31.6% | $4,346-11.5% |
| Admin fee / account holder | $12,546 | $1,738+621.7% | $15,912-21.2% | $1,942+546.1% |