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 | $130,052 | $63,346+105.3% | $92,233+41.0% | $70,131+85.4% |
| Participation rate | 96.1% | 68.7%+27.4pp | 76.5%+19.6pp | 69.5%+26.5pp |
| Annual return | 12.17% | 530.12%-517.9pp | 176.28%-164.1pp | 73.14%-61.0pp |
| Employer contribution / active EE | $8,797 | $2,471+256.0% | $3,679+139.1% | $2,342+275.6% |
| Participant deferral / active EE | $6,069 | $2,854+112.7% | $3,897+55.8% | $3,332+82.2% |
| Admin fee / account holder | $6,402 | $3,840+66.7% | $5,194+23.3% | $4,645+37.8% |