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 | $125,480 | $77,899+61.1% | $149,673-16.2% | $75,163+66.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 9.05% | 31.72%-22.7pp | 134.42%-125.4pp | 160.62%-151.6pp |
| Employer contribution / active EE | $7,206 | $3,137+129.7% | $4,818+49.6% | $2,670+169.9% |
| Participant deferral / active EE | $7,744 | $3,411+127.0% | $5,680+36.3% | $4,125+87.7% |
| Admin fee / account holder | $6,024 | $5,956+1.1% | $13,210-54.4% | $5,651+6.6% |