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 | $111,965 | $54,762+104.5% | $90,281+24.0% | $72,985+53.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 10.71% | 30.63%-19.9pp | 78.10%-67.4pp | 81.00%-70.3pp |
| Employer contribution / active EE | $3,237 | $2,092+54.7% | $2,854+13.4% | $2,440+32.7% |
| Participant deferral / active EE | $4,173 | $2,887+44.5% | $3,885+7.4% | $3,607+15.7% |
| Admin fee / account holder | $11,248 | $3,972+183.2% | $5,351+110.2% | $5,124+119.5% |