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 | $86,428 | $80,717+7.1% | $154,803-44.2% | $84,808+1.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 12.95% | 37.96%-25.0pp | 58.88%-45.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,869 | $2,761+40.1% | $4,305-10.1% | $2,631+47.1% |
| Participant deferral / active EE | $4,733 | $3,303+43.3% | $5,540-14.6% | $4,212+12.4% |
| Admin fee / account holder | $2,695 | $6,746-60.1% | $14,329-81.2% | $7,344-63.3% |