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 | $72,619 | $78,705-7.7% | $117,854-38.4% | $70,131+3.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 7.21% | 23.30%-16.1pp | 335.08%-327.9pp | 73.14%-65.9pp |
| Employer contribution / active EE | $4,204 | $2,223+89.1% | $3,786+11.0% | $2,342+79.5% |
| Participant deferral / active EE | $3,055 | $3,297-7.3% | $4,482-31.8% | $3,332-8.3% |
| Admin fee / account holder | $956 | $5,065-81.1% | $8,020-88.1% | $4,645-79.4% |