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 | $193,208 | $57,281+237.3% | $86,612+123.1% | $75,163+157.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | -6.96% | 2670.75%-2677.7pp | 591.07%-598.0pp | 160.62%-167.6pp |
| Employer contribution / active EE | $3,237 | $2,314+39.9% | $3,022+7.1% | $2,670+21.3% |
| Participant deferral / active EE | $7,359 | $3,318+121.8% | $4,438+65.8% | $4,125+78.4% |
| Admin fee / account holder | $14,010 | $4,112+240.7% | $5,614+149.5% | $5,651+147.9% |