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 | $66,038 | $89,355-26.1% | $141,162-53.2% | $72,985-9.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.31% | 111.85%-94.5pp | 71.39%-54.1pp | 81.00%-63.7pp |
| Employer contribution / active EE | $3,125 | $3,114+0.3% | $4,735-34.0% | $2,440+28.1% |
| Participant deferral / active EE | $4,246 | $5,418-21.6% | $6,709-36.7% | $3,607+17.7% |
| Admin fee / account holder | $15,733 | $5,958+164.1% | $10,261+53.3% | $5,124+207.0% |