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 | $14,850 | $91,190-83.7% | $178,490-91.7% | $79,858-81.4% |
| Participation rate | 98.8% | 69.2%+29.6pp | 81.9%+16.8pp | 69.6%+29.1pp |
| Annual return | 8.94% | 24.19%-15.2pp | 151.07%-142.1pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,991 | $3,256-38.8% | $5,011-60.3% | $2,471-19.4% |
| Participant deferral / active EE | $2,165 | $3,236-33.1% | $5,202-58.4% | $3,740-42.1% |
| Admin fee / account holder | $2,844 | $6,751-57.9% | $13,984-79.7% | $5,306-46.4% |