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 | $198,820 | $73,004+172.3% | $90,749+119.1% | $68,494+190.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -19.62% | -13.81%-5.8pp | -12.16%-7.5pp | -7.84%-11.8pp |
| Employer contribution / active EE | $6,965 | $2,193+217.6% | $2,921+138.5% | $2,596+168.3% |
| Participant deferral / active EE | $8,672 | $3,627+139.1% | $4,564+90.0% | $4,027+115.3% |
| Admin fee / account holder | $18,918 | $5,896+220.9% | $8,445+124.0% | $5,403+250.2% |