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 | $185,739 | $82,664+124.7% | $125,339+48.2% | $68,494+171.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.87% | -5.97%-15.9pp | 572.05%-593.9pp | -7.84%-14.0pp |
| Employer contribution / active EE | $4,759 | $3,381+40.8% | $4,814-1.1% | $2,596+83.3% |
| Participant deferral / active EE | $12,399 | $6,110+102.9% | $7,446+66.5% | $4,027+207.9% |
| Admin fee / account holder | $13,386 | $6,275+113.3% | $10,010+33.7% | $5,403+147.8% |