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 | $40,008 | $53,018-24.5% | $70,014-42.9% | $62,891-36.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 3.71% | 13.35%-9.6pp | 12.99%-9.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $3,367 | $1,799+87.1% | $2,338+44.0% | $2,281+47.6% |
| Participant deferral / active EE | $3,708 | $2,395+54.8% | $2,931+26.5% | $3,203+15.8% |
| Admin fee / account holder | $1,365 | $3,690-63.0% | $4,380-68.8% | $4,296-68.2% |