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 | $125,767 | $89,355+40.8% | $141,162-10.9% | $72,985+72.3% |
| Participation rate | 89.6% | 75.1%+14.4pp | 82.5%+7.1pp | 69.5%+20.1pp |
| Annual return | 18.99% | 111.85%-92.9pp | 71.39%-52.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $3,554 | $3,114+14.1% | $4,735-24.9% | $2,440+45.7% |
| Participant deferral / active EE | $7,518 | $5,418+38.8% | $6,709+12.1% | $3,607+108.4% |
| Admin fee / account holder | $11,477 | $5,958+92.6% | $10,261+11.8% | $5,124+124.0% |