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 | $130,403 | $95,416+36.7% | $185,823-29.8% | $85,850+51.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 8.60% | 23.59%-15.0pp | 122.05%-113.4pp | 318.53%-309.9pp |
| Employer contribution / active EE | $5,260 | $3,314+58.7% | $5,167+1.8% | $2,565+105.1% |
| Participant deferral / active EE | $3,020 | $3,423-11.8% | $5,568-45.8% | $3,952-23.6% |
| Admin fee / account holder | $58,041 | $7,213+704.7% | $16,237+257.5% | $6,260+827.2% |